Tata Nifty Mid Cap 150 Momentum 50 Index Fund
Direct · Growth ₹17.48
30 Oct 2026
NAV
20.2%
3Y CAGR
21.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.64
Sharpe
-25.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.44%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 23.9% | -33.7% | 87.5% |
| 3 Years | ₹36.00 L | ₹41.02 L | 10.5% | -3.1% | 19.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 23.9% | 14.3% | 5.6% | +9.6% |
| 3 Years | 10.5% | 11.0% | 11.9% | -0.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.3% | 6.8% | -13.3% | 78.6% | 0.57 | 2.71 | 72% | — | — |
| 3 Years | 20.2% | 21.3% | 11.0% | 25.6% | 3.64 | — | 100% | — | — |
-25.9%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-7.0%
Avg Drawdown
Calmar Ratio by Duration
0.90
1Y
0.78
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.49 | 1.10 | 110.6% | 98.7% | -4.4% | -12.0% |
| 3 Years | +6.80 | 1.15 | 114.8% | 106.8% | 13.0% | 6.2% |
| 5 Years | +6.61 | 1.09 | 110.0% | 99.1% | 11.3% | 4.8% |
| 7 Years | +4.80 | 1.09 | 110.0% | 99.1% | 7.9% | 3.4% |
| 10 Years | +3.49 | 1.09 | 110.0% | 99.1% | 5.5% | 2.4% |
| 12 Years | +2.99 | 1.09 | 110.0% | 99.1% | 4.5% | 2.0% |
| 15 Years | +2.50 | 1.09 | 110.0% | 99.1% | 3.6% | 1.6% |
49
Total Holdings
42.4%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | LAURUS LABS LTD | 5.21% |
| 2 | MULTI COMMODITY EXCHANGE OF IND LTD | 4.99% |
| 3 | BSE LTD | 4.93% |
| 4 | GE VERNOVA T&D INDIA LTD | 4.85% |
| 5 | FEDERAL BANK LTD | 4.60% |
| 6 | BHARAT HEAVY ELECTRICALS LTD | 4.31% |
| 7 | BHARAT FORGE LTD | 4.21% |
| 8 | POLYCAB INDIA LTD | 3.62% |
| 9 | NATIONAL ALUMINIUM CO. LTD | 3.08% |
| 10 | AU SMALL FINANCE BANK LTD | 2.64% |