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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Index Funds median (375 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 31 Oct 2022 – 20 Aug 2026, limited by Tata Nifty Midcap 150 Momentum 50 Index Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Tata Nifty Midcap 150 Momentum 50 Index Fund | Nifty Midcap 150 |
|---|---|---|
| 31 Oct 2022 | ₹100.00 | ₹100.00 |
| 24 Feb 2023 | ₹91.04 | ₹96.08 |
| 20 Jun 2023 | ₹106.12 | ₹111.69 |
| 13 Oct 2023 | ₹123.15 | ₹127.58 |
| 06 Feb 2024 | ₹154.74 | ₹152.36 |
| 01 Jun 2024 | ₹173.77 | ₹162.69 |
| 25 Sep 2024 | ₹196.26 | ₹188.38 |
| 18 Jan 2025 | ₹172.35 | ₹170.17 |
| 14 May 2025 | ₹173.43 | ₹173.89 |
| 07 Sep 2025 | ₹173.54 | ₹178.40 |
| 01 Jan 2026 | ₹179.19 | ₹187.70 |
| 26 Apr 2026 | ₹176.41 | ₹184.32 |
| 20 Aug 2026 | ₹183.44 | ₹197.07 |
| Metric | Tata · Direct NAV ₹18.75 Very High risk ★★★☆☆ | Category median Index Funds · 375 funds |
|---|---|---|
| +2.56% | +5.66% | |
| +17.25% | +8.82% | |
| — | +9.15% | |
| — | +11.72% | |
| +17.30% | +7.67% | |
| +12.71% | — | |
| +21.64% | +12.67% | |
| — | +13.64% | |
| — | +12.84% | |
| Risk | ||
| 19.84% | 13.97% | |
| 0.54 | 0.24 | |
| 0.73 | 0.36 | |
| -25.92% | -16.12% | |
| Nifty Midcap 150 | — | |
| -1.00% | +0.84% | |
| 1.06 | 1.00 | |
| 104.5% | 102.2% | |
| 112.3% | 97.2% | |
| 0.94% | 0.36% | |
| ₹1,145Cr | ₹177.09Cr | |
| 0.50% | — | |
| None | — | |
| ₹150 | — | |
| ₹5.00K | — | |
| 94% | 35% | |
| Rakesh Prajapati · 1.7y | — | |
| 31 Oct 2022 | — | |
| 50 | — | |
| 43.7% | — | |
| -0.0% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.