Tata Nifty Mid Cap 150 Momentum 50 Index Fund Direct Growth

Scheme code: INF277KA1612 NAV value: ₹ 16.6340 NAV date: 19 March, 2026 TER: 0.44%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-13.3578.5919.9628.769.23
3 year20.9625.6523.0223.1115.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6128.76
3 year 6.2830.9515.0423.11
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4928.76
3 year 6.5619.6413.5723.11
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7528.76
3 year 7.6821.4915.0623.11
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1628.76
3 year 8.0432.0317.8123.11
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,679 - Absolute Returns: ₹1,25,679 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,98,825 - Absolute Returns: ₹8,98,825 - CAGR: %

Drawdown Metrics

Max Drawdown

-25.92 %

Drawdown Duration

6 months

Avg Drawdown

-6.43 %

Calmar Ratio by Duration

1 Y

1.1097

3 Y

0.8917

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 6.75 1.20 125.4 117.2 10.26 % 4.00 %
3 years 9.63 1.14 116.8 105.2 21.57 % 11.28 %
5 years 4.99 1.10 112.0 102.5 10.09 % 5.23 %
7 years 3.69 1.10 112.0 102.5 7.11 % 3.71 %
10 years 2.74 1.10 112.0 102.5 4.92 % 2.58 %
12 years 2.39 1.10 112.0 102.5 4.09 % 2.15 %
15 years 2.04 1.10 112.0 102.5 3.26 % 1.71 %