Tata Nifty Midcap 150 Momentum 50 Index Fund Overview
Category Index Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-01-2025
NAV ₹17.44(R) +0.75% ₹17.75(D) +0.76%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 15.69% -% -% -% -%
LumpSum (D) 16.5% -% -% -% -%
SIP (R) -27.74% -% -% -% -%
SIP (D) -27.17% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Index Fund
Fund Name Rank Rating
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Nippon India Nifty Midcap 150 Index Fund 3
Motilal Oswal Nifty Smallcap 250 Index Fund 4
ICICI Prudential Nifty Smallcap 250 Index Fund 5
ICICI Prudential Nifty Midcap 150 Index Fund 6
Nippon India Nifty Smallcap 250 Index Fund 7
Edelweiss Nifty Large Mid Cap 250 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Nippon India Nifty 50 Value 20 Index Fund 10
Motilal Oswal S&P 500 Index Fund 11
Kotak Nifty Next 50 Index Fund 12

NAV Date: 20-01-2025

Scheme Name NAV Rupee Change Percent Change
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 17.44
0.1300
0.7500%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Regular Plan 17.44
0.1300
0.7500%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Regular Plan 17.44
0.1300
0.7500%
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan 17.75
0.1300
0.7600%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Direct Plan 17.75
0.1300
0.7600%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan 17.75
0.1300
0.7600%

Review Date: 20-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on four return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: One return parameter of the Tata Nifty Midcap 150 Momentum 50 Index Fund is in the top 25% in the category, as listed below:
      • 1Y Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Tata Nifty Midcap 150 Momentum 50 Index Fund has three return parameters that are below average in the category, which are listed below:
      • 6M Return %
      • 1M Return %
      • 3M Return %
  2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Zero risk parameters of the fund are divided into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Tata Nifty Midcap 150 Momentum 50 Index Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Tata Nifty Midcap 150 Momentum 50 Index Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Tata Nifty Midcap 150 Momentum 50 Index Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Tata Nifty Midcap 150 Momentum 50 Index Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -7.78
-2.42
-10.92 | 2.86 140 | 143 Poor
3M Return % -8.27
-5.49
-15.37 | 5.33 118 | 143 Poor
6M Return % -5.84
-3.83
-15.42 | 11.73 108 | 141 Average
1Y Return % 15.69
11.83
5.57 | 28.62 23 | 122 Very Good
1Y SIP Return % -27.74
-27.28
-38.16 | -13.96 53 | 120 Good
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -7.73 -2.38 -10.87 | 2.90 142 | 145
3M Return % -8.13 -5.38 -15.25 | 5.47 120 | 145
6M Return % -5.53 -3.61 -15.10 | 12.11 108 | 143
1Y Return % 16.50 12.35 6.06 | 29.29 23 | 123
1Y SIP Return % -27.17 -26.90 -37.69 | -13.33 54 | 121
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.75 ₹ 10,075.00 0.76 ₹ 10,076.00
1W 3.78 ₹ 10,378.00 3.79 ₹ 10,379.00
1M -7.78 ₹ 9,222.00 -7.73 ₹ 9,227.00
3M -8.27 ₹ 9,173.00 -8.13 ₹ 9,187.00
6M -5.84 ₹ 9,416.00 -5.53 ₹ 9,447.00
1Y 15.69 ₹ 11,569.00 16.50 ₹ 11,650.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -27.74 ₹ 10,104.73 -27.17 ₹ 10,146.00
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Tata Nifty Midcap 150 Momentum 50 Index Fund NAV Regular Growth Tata Nifty Midcap 150 Momentum 50 Index Fund NAV Direct Growth
20-01-2025 17.4407 17.7512
17-01-2025 17.3103 17.6175
16-01-2025 17.3853 17.6936
15-01-2025 17.2292 17.5345
14-01-2025 17.1486 17.4522
13-01-2025 16.8054 17.1026
10-01-2025 17.5999 17.9102
09-01-2025 17.9838 18.3006
08-01-2025 18.2991 18.6211
07-01-2025 18.6027 18.9297
06-01-2025 18.4297 18.7533
03-01-2025 18.9045 19.2355
02-01-2025 18.9659 19.2976
01-01-2025 18.7508 19.0784
31-12-2024 18.6795 19.0056
30-12-2024 18.6796 19.0054
27-12-2024 18.8775 19.2057
26-12-2024 18.9704 19.2999
24-12-2024 18.9247 19.2528
23-12-2024 19.0025 19.3315
20-12-2024 18.9118 19.2383

Fund Launch Date: 20/Oct/2022
Fund Category: Index Fund
Investment Objective: The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Description: An open-ended scheme replicating/tracking NIFTY Midcap 150 Momentum 50 Index
Fund Benchmark: Nifty Midcap150 Momentum 50 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.