Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option
Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Tata Mutual Fund. It's been running since 31 Oct 2022.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
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Vs 500 other funds in Other Scheme - Index Funds
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 5 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option against other index funds.
Technical details (for the pros)
Fund info
- Fund house
- Tata Mutual Fund
- Category
- Other Scheme - Index Funds
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- INF277KA1620
- Fund code
- 150739
- First price on record
- 31 Oct 2022 · 949 daily prices
About Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option is a Other Scheme - Index Funds offered by Tata Mutual Fund under the Direct plan with the IDCW option. It has approximately 4 years of NAV track record. The fund falls in the index category — Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.
The current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option is ₹18.6930 (as of 4 Sep 2026). Historically, it has delivered 5.31% over the last year, 15.11% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 19.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 25.9%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option?+
The latest NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option is ₹18.6930 as of 4 Sep 2026, down 0.36% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option?+
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option has delivered 1-year return 5.31%, 3-year CAGR 15.11%, since-inception CAGR 17.00%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option belong to?+
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option is categorised as Other Scheme - Index Funds. Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.
How risky is Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option?+
Based on its 3-year annualised volatility of 19.9%, Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option a direct plan?+
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option?+
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Reinvestment Option has NAV history available from 31 Oct 2022 — approximately 4 years of track record and 949 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.