← Tata Mutual Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Regular Plan
Open Ended Schemes(Other Scheme - Index Funds)Very High RiskISIN INF277KA1661
NAV · 06-Jul-2026
₹17.8902
1M
+0.08%
6M
-1.15%
1Y (CAGR)
-2.83%
3Y (CAGR)
+18.38%
5Y (CAGR)
—
Since inception (CAGR)
+16.35%
NAV history
hover for values
Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
19.83%
Downside dev (3y)
16.27%
Max drawdown (3y)
-26.1%
Sharpe (3y)
0.60
SIP XIRR (3y)
+5.61%
Calendar-year returns
2023 +48.6%2024 +30.0%2025 -4.8%
Fund facts
Fund managerRakesh Prajapati · Nitin Sharma
AUM₹11,791 Cr
TER · AMFI officialDirect 0.49% · Regular 1.01% (2026-06-30)
Launch date04-Oct-2022
Plan typeOpen Ended · Others
Min lumpsumRs 5000/- and in multiple of Re.1/- thereafter
Lock-inNone
Volatility18.51
AMCTata Asset Management Limited
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
scheme documents ↗