Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

TA
Tata MFTata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct PlanDirect · IDCW
₹18.16 as on 15 Sep 2026
VS
TA
Tata MFTata Silver Exchange Traded FundETFs - Silver
₹21.88 as on 15 Sep 2026
Key Metrics Comparison
MetricTATata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct PlanTATata Silver Exchange Traded Fund
Snapshot
AMCTata MFTata MF
CategoryIndex Funds - OtherETFs - Silver
NAV₹18.16 (15 Sep 2026)₹21.88 (15 Sep 2026)
Rating★★★★★★★
BenchmarkNifty Midcap150 Momentum 50 - TRISilver
Fund ManagerNitin SharmaTapan Patel
Inception20 Oct 202212 Jan 2024
Returns
1Y0.51%76.78%
3Y13.51%
5Y
Since Inception16.49%52.09%
Risk
19.1842.35
1.00-3.82
0.861.40
-1.0360.08
1.543.69
-15.40%-25.78%
Costs
Expense Ratio0.93%0.39%
Exit Load0.25% on or before 90D, Nil after 90D
Min SIP₹150
Min Lumpsum₹5,000₹100
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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