mutual funds tata nifty midcap 150 index fund directgrowth

performance

Tata Nifty Midcap 150 Index Fund Direct-Growth

Equity: Mid Cap - Growth (Open ended)

SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →

NAV: ₹9.8-2.06%

23 Oct 2026

Tracking Difference

Annualised return gap between Tata Nifty Midcap 150 Index Fund Direct-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.

Name	1 Y	3 Y	5 Y	10 Y
Fund	-0.40%	-	-	-
Avg. of funds with same benchmark	-0.40%	-	-	-

Rolling Returns Analysis

Rolling annualized returns of Tata Nifty Midcap 150 Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	03 Jul, 2026 - 23 Oct, 2026	-	-	-
Average returns	6.02%	-	-	-
Standard deviation	3.97%	-	-	-
Best returns	12.32% 1 year ending on 18 Aug, 2026	-	-	-
Worst returns	-5.30% 1 year ending on 23 Oct, 2026	-	-	-
Period with positive return	94.87%	-	-	-
Period with return > 5%	69.23%	-	-	-
Period with return > 10%	20.51%	-	-	-
Period with return > 15%	0.00%	-	-	-
Beat % Category	0.00%	-	-	-
Beat % Benchmark	30.77%	-	-	-

Trailing Returns

Point-to-point returns of Tata Nifty Midcap 150 Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-10%

10%

-7.3%

-4.9%

-7.1%

YTD

-10.2%

1 M

-6.6%

-4.8%

-6.5%

6 M

-5.9%

-4.5%

-5.5%

1 Y

13.6%

12.9%

3 Y

12.9%

13.0%

5 Y

15.0%

15.4%

10 Y

Fund

Equity: Mid Cap

NIFTY Midcap 150 Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-7.35%	-10.23%	-6.63%	-5.91%	-	-	-	-1.46%
Equity: Mid Cap	-4.88%	-10.20%	-4.77%	-4.55%	13.55%	12.87%	14.98%	-
NIFTY Midcap 150 Total Return Index	-7.06%	-10.16%	-6.48%	-5.55%	12.92%	12.96%	15.41%	-
Rank in category	41	31	40	37	-	-	-	-
Funds in category	50	54	53	47	37	28	19	-

Period Returns

Calendar-year, quarterly and monthly return history of Tata Nifty Midcap 150 Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Tata Nifty Midcap 150 Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Tata Nifty Midcap 150 Index Fund Direct-Growth?

Tata Nifty Midcap 150 Index Fund Direct-Growth has delivered a 1-year return of -5.91% as of 22 Oct 2026. During the same period, its benchmark NIFTY Midcap 150 Total Return Index returned -5.55%. The fund has underperformed its benchmark over this period.

What are the 3-year returns of Tata Nifty Midcap 150 Index Fund Direct-Growth?

The 3-year CAGR for Tata Nifty Midcap 150 Index Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of Tata Nifty Midcap 150 Index Fund Direct-Growth?

The 5-year CAGR for Tata Nifty Midcap 150 Index Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of Tata Nifty Midcap 150 Index Fund Direct-Growth since inception?

Since its launch on 24 Jun 2025, Tata Nifty Midcap 150 Index Fund Direct-Growth has delivered a CAGR of -1.46%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Tata Nifty Midcap 150 Index Fund Direct-Growth performed vs its category over the long term?

Category rank for Tata Nifty Midcap 150 Index Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of Tata Nifty Midcap 150 Index Fund Direct-Growth?

The Sharpe ratio of Tata Nifty Midcap 150 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of Tata Nifty Midcap 150 Index Fund Direct-Growth?

The alpha of Tata Nifty Midcap 150 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Tata Nifty Midcap 150 Index Fund Direct-Growth?

The beta of Tata Nifty Midcap 150 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Tata Nifty Midcap 150 Index Fund Direct-Growth?

The average 1-year and 3-year rolling returns of Tata Nifty Midcap 150 Index Fund Direct-Growth is 6.02% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Name

1 Y

3 Y

5 Y

10 Y

Fund

-0.40%

Avg. of funds with same benchmark

-0.40%

Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

03 Jul, 2026 - 23 Oct, 2026

Average returns

6.02%

Standard deviation

3.97%

Best returns

12.32%

1 year ending on 18 Aug, 2026

Worst returns

-5.30%

1 year ending on 23 Oct, 2026

Period with positive return

94.87%

Period with return > 5%

69.23%

Period with return > 10%

20.51%

Period with return > 15%

0.00%

Beat % Category

0.00%

Beat % Benchmark

30.77%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-7.35%

-10.23%

-6.63%

-5.91%

-1.46%

Equity: Mid Cap

-4.88%

-10.20%

-4.77%

-4.55%

13.55%

12.87%

14.98%

NIFTY Midcap 150 Total Return Index

-7.06%

-10.16%

-6.48%

-5.55%

12.92%

12.96%

15.41%

Rank in category

Funds in category