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Tata Nifty Midcap 150 Index Fund - Direct Plan - IDCW Payout Option

Tata · Mid Cap
High
₹10.82
Current NAV
25 Jun 2026
31.4%
1Y Return
28.4%
3Y CAGR
15.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.24%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.64).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.64
Sharpe Ratio
0.84
Beta
4.64
Alpha
0.79
Sortino
Fund Details
Fund House Tata
Category Mid Cap
AUM ₹6690 Cr
Expense Ratio 0.24%
Min SIP ₹500
Min Lumpsum ₹1000
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