What is Tata Nifty MidSmall Healthcare Index Fund?

Tata Nifty MidSmall Healthcare Index Fund is an open-ended index mutual fund that aims to track and replicate the performance of the Nifty MidSmall Healthcare Index. It invests in a diversified basket of mid and small-cap healthcare companies included in the index.

What is the Nifty MidSmall Healthcare Index?

The Nifty MidSmall Healthcare Index is a benchmark index that represents the performance of mid and small-cap companies within Indias healthcare sector. It includes stocks from industries like pharmaceuticals, biotechnology, hospitals, diagnostics, and other healthcare-related services.

How does Tata Nifty MidSmall Healthcare Index Fund work?

This fund passively invests in the same stocks and in approximately the same proportions as constituting the Nifty MidSmall Healthcare Index. The goal is to mirror the indexs returns by holding its constituent stocks.

Is Tata Nifty MidSmall Healthcare Index Fund passively managed?

Yes, the Tata Nifty MidSmall Healthcare Index Fund is passively managed. It follows a passive investment strategy, seeking to track the benchmark index rather than actively selecting stocks.

Who should invest in Tata Nifty MidSmall Healthcare Index Fund?

Investors looking for exposure to the mid and small-cap healthcare sector, who wish to participate in the sectors growth potential through a passive index-based strategy, may consider this fund. It is suitable for those with a long-term investment horizon and very high-risk tolerance.

What are the benefits of investing in healthcare index funds?

Benefits include investment diversification within the healthcare sector, lower expense ratios compared to actively managed funds, transparency in holdings, and the potential to capture the collective growth of mid and small-cap healthcare companies.

Which benchmark does Tata Nifty MidSmall Healthcare Index Fund follow?

The fund tracks the Nifty MidSmall Healthcare Index (TRI) as its benchmark.

How does this fund differ from actively managed pharma funds?

Unlike actively managed pharma funds where fund managers select stocks based on research and analysis, this fund passively follows the index, investing only in the stocks that are part of the Nifty MidSmall Healthcare Index without any active stock selection.

How can I invest in Tata Nifty MidSmall Healthcare Index Fund?

You can invest in the fund online through the official Tata Mutual Fund website, via registered mutual fund distributors, or by visiting our branch.

What is the minimum investment amount for Tata Nifty MidSmall Healthcare Index Fund?

The minimum investment amount varies and is specified in the funds offer document. Typically, the minimum lump sum investment is from Rs. 5000, and SIP (Systematic Investment Plan) options start from Rs. 500.

Tata Nifty MidSmall Healthcare Index Fund Direct Growth Plan

Overview

Fund Size (AUM)

₹165.59 Cr

as on 20 Sept 2025

CAGR

4.29%

1 Year

as on 31 Aug 2025

Expense Ratio

0.5 %

as on 31 Aug 2025

Fund Age

1 years 4 months

since 26 Apr 2024

Exit Load

0.25% of NAV

Within 15 days

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Key Measures**	Fund	Benchmark
Standard Deviation
Sharp Ratio
Portfolio Beta
R Squared
Treynor
Jenson

Portfolio Macauley Duration
Modified Duration
Average Maturity
YTM*	NA

				Current value of ₹10,000 invested
	Annualized (%)	Nifty MidSmall Healthcare TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)	Scheme	Nifty MidSmall Healthcare TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)
Since Inception	19.91%	20.91%	8.25%	₹12,760	₹12,903	₹11,123
Last 5 Years	NA	NA	NA	NA	NA	NA
Last 3 Years	NA	NA	NA	NA	NA	NA
Last 1 Year	4.29%	4.91%	-2.01%	₹10,427	₹10,490	₹9,799

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