indexHigh risk
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.
Latest price per unit
₹18.693
▼ 0.36% today
As of 4 Sep 2026 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.05 L
▲ ₹5.3k gain · 5.3% / year
Invested 3 years ago
₹1.53 L
▲ ₹52.5k gain · 15.1% / year
These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
Day-to-day bumpiness
19.9%
The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-25.92%
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Technical details (for the pros)
CAGR — 1 year5.31%
CAGR — 3 years15.11%
CAGR — 5 years—
CAGR — since launch17.00%
Volatility — 1 year (annualised)17.86%
Volatility — 3 years (annualised)19.91%
Max drawdown — 1 year-14.64%
Max drawdown — 3 years-25.92%
Sharpe ratio — 1 year (rf=6%)-0.04
Sharpe ratio — 3 years (rf=6%)0.42
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
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.