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Tata Mutual FundOther Scheme - Index FundsDirectGrowth

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth Option

Scheme code #150738 · Open Ended Schemes

₹18.693
Latest NAV
04-09-2026
-0.36%
Day change
₹19.1921
52-week high
₹16.0214
52-week low
NAV history
Returns
1 month-0.12%
3 months1.86%
6 months7.01%
1 year (absolute)5.31%
3 years (absolute)52.52%
5 years (absolute)—
1Y CAGR5.31%
3Y CAGR15.11%
5Y CAGR—
Since inception CAGR17.00%
Risk metrics
Volatility (1Y, annualized σ)17.86%
Volatility (3Y, annualized σ)19.91%
Max drawdown (1Y)-14.64%
Max drawdown (3Y)-25.92%
Max drawdown (all time)-25.92%
Sharpe ratio (1Y, rf=6%)-0.04
Sharpe ratio (3Y, rf=6%)0.42
Scheme metadata
Fund houseTata Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryOther Scheme - Index Funds
PlanDirect
OptionGrowth
ISIN (Growth)INF277KA1612
ISIN (Div reinvest)—
AMC codeT
Scheme code150738
Earliest NAV date31-10-2022
Total NAV observations949
History last refreshed2026-09-06 11:01:29 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.