24
Index — Mid CapAvoid
Tata Nifty Midcap 150 Momentum 50 Index
Tata · Direct–Growth · rank #20 of 24 by Smart Score
Data updated
Trailing returns
1 Year
2.3%
-2.7% vs index
3 Years
14.4%
-0.8% vs index
5 Years
—
Since launch
16.7%
Year-by-year performance
2023
+49.8%+5.5% vs index
2024
+30.9%+6.7% vs index
2025
-4.2%-10.0% vs index
2026
+2.3%-0.9% vs index
Why this score
Tata Nifty Midcap 150 Momentum 50 Index scores 24/100 — #20 of 24 Index — Mid Cap fund (Avoid). It stands out for fund size — beating 77% of peers on fund size. The main drag is its 3y return (better than only 5% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
3Y return14.42% · 5th percentile in category
Volatility19.81 · 9th percentile in category
Expense ratio0.93% · 7th percentile in category
Alpha-4.13 · 9th percentile in category
1Y return2.27% · 3rd percentile in category
Fund size1274.02 Cr · 77th percentile in category
Top holdings
1.Laurus Labs Ltd6.32%
2.Multi Commodity Exchange Of India Ltd5.75%
3.The Federal Bank Ltd4.81%
4.Bharat Heavy Electricals Ltd4.42%
5.GE T&D India Ltd4.23%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.