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NAV: ₹ ↓ -0.74%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth and its peers as on 1 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth | 18.39% | -0.74% | 0.18% | 0.75% | 9.52% | 18.31% | - | - | - | - |
| SBI NIFTY INDEX FUND - REGULAR PLAN - GROWTH | -7.44% | -0.1% | -1.15% | -1.28% | 3.39% | -1.72% | 8.07% | 7.8% | 12.32% | 11.13% |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 4.93% | -1.2% | -2.18% | -1% | 4.46% | 9.51% | 17.66% | 11.78% | - | - |
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Regular Plan - Growth | 3.89% | 0.02% | 0.1% | 0.49% | 1.53% | 5.93% | 7.07% | - | - | - |
| SBI CRISIL IBX Gilt Index - April 2029 Fund - Regular Plan - Growth | 3.01% | 0.08% | -0.05% | 0.38% | 2.02% | 5.75% | 7.43% | - | - | - |
| SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth | 2.8% | -0.03% | -0.52% | -0.21% | 2.13% | 5.59% | 7.25% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | -2.14% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.03% | -0.62% | -6.17% | 4.42% | -5.21% | 6.94% | 5.68% | 5.39% | 3.82% | 1.5% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 100.03% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | -0.03% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| LAURUS LABS LTD | LAURUSLABS (INE947Q01028) | Pharmaceuticals & Biotechnology | 10.79% | |
| LUPIN LTD | LUPIN (INE326A01037) | Pharmaceuticals & Biotechnology | 8.96% | |
| FORTIS HEALTHCARE LTD | FORTIS (INE061F01013) | Healthcare Services | 7.52% | |
| AUROBINDO PHARMA LTD | AUROPHARMA (INE406A01037) | Pharmaceuticals & Biotechnology | 6.68% | |
| ALKEM LABORATORIES LTD | ALKEM (INE540L01014) | Pharmaceuticals & Biotechnology | 5.14% | |
| GLENMARK PHARMACEUTICALS LTD | GLENMARK (INE935A01035) | Pharmaceuticals & Biotechnology | 5.14% | |
| BIOCON LTD | BIOCON (INE376G01013) | Pharmaceuticals & Biotechnology | 4.64% | |
| MANKIND PHARMA LTD | MANKIND (INE634S01028) | Pharmaceuticals & Biotechnology | 4.27% | |
| IPCA LABORATORIES LTD | IPCALAB (INE571A01038) | Pharmaceuticals & Biotechnology | 3.71% | |
| KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD | KIMS (INE967H01025) | Healthcare Services | 3.19% | |
| ASTER DM QUALITY CARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 3.18% | |
| GLAND PHARMA LTD | GLAND (INE068V01023) | Pharmaceuticals & Biotechnology | 3.05% | |
| SAI LIFE SCIENCES LTD | SAILIFE (INE570L01029) | Pharmaceuticals & Biotechnology | 2.77% | |
| NEULAND LABORATORIES LTD | NEULANDLAB (INE794A01010) | Pharmaceuticals & Biotechnology | 2.51% | |
| WOCKHARDT LTD | WOCKPHARMA (INE049B01025) | Pharmaceuticals & Biotechnology | 2.47% | |
| ACUTAAS CHEMICALS LTD | ACUTAAS (INE00FF01025) | Pharmaceuticals & Biotechnology | 2.46% | |
| DR. LAL PATH LABS LTD | LALPATHLAB (INE600L01024) | Healthcare Services | 2.27% | |
| AJANTA PHARMA LTD | AJANTPHARM (INE031B01049) | Pharmaceuticals & Biotechnology | 2.23% | |
| ABBOTT INDIA LTD | ABBOTINDIA (INE358A01014) | Pharmaceuticals & Biotechnology | 2.21% | |
| NARAYANA HRUDAYALAYA LTD | NH (INE410P01011) | Healthcare Services | 2.14% | |
| ONESOURCE SPECIALTY PHARMA LTD | ONESOURCE (INE013P01021) | Pharmaceuticals & Biotechnology | 1.94% | |
| PIRAMAL PHARMA LTD | PPLPHARMA (INE0DK501011) | Pharmaceuticals & Biotechnology | 1.86% | |
| GLOBAL HEALTH LTD | MEDANTA (INE474Q01031) | Healthcare Services | 1.84% | |
| GRANULES INDIA LTD | GRANULES (INE101D01020) | Pharmaceuticals & Biotechnology | 1.83% | |
| GLAXOSMITHKLINE PHARMACEUTICALS LTD | GLAXO (INE159A01016) | Pharmaceuticals & Biotechnology | 1.68% | |
| NATCO PHARMA LTD | NATCOPHARM (INE987B01026) | Pharmaceuticals & Biotechnology | 1.26% | |
| SYNGENE INTERNATIONAL LTD | SYNGENE (INE398R01022) | Healthcare Services | 1.12% | |
| PFIZER LTD | PFIZER (INE182A01018) | Pharmaceuticals & Biotechnology | 1.12% | |
| COHANCE LIFESCIENCES LTD | COHANCE (INE03QK01018) | Pharmaceuticals & Biotechnology | 1.06% | |
| POLY MEDICURE LTD | POLYMED (INE205C01021) | Healthcare Equipment & Supplies | 0.99% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 July, 2026
NAV history
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 1 September, 2026 | 15.0878 | -0.74% |
| 31 August, 2026 | 15.2002 | -0.35% |
| 28 August, 2026 | 15.2534 | 0.18% |
| 27 August, 2026 | 15.2267 | 0.68% |
| 26 August, 2026 | 15.1244 | 0.42% |
| 25 August, 2026 | 15.0606 | 0.77% |
| 24 August, 2026 | 14.9453 | -0.26% |
| 21 August, 2026 | 14.9842 | -0.25% |
| 20 August, 2026 | 15.0218 | 0.27% |
| 19 August, 2026 | 14.9819 | -0.88% |
| 18 August, 2026 | 15.1152 | 0.4% |
| 17 August, 2026 | 15.0543 | -0.02% |
| 14 August, 2026 | 15.0569 | -0.72% |
| 13 August, 2026 | 15.1657 | 0.22% |
| 12 August, 2026 | 15.1329 | -0.7% |
| 11 August, 2026 | 15.2396 | 0.5% |
| 10 August, 2026 | 15.1633 | -0.48% |
| 7 August, 2026 | 15.2362 | 1.02% |
| 6 August, 2026 | 15.0831 | 0.19% |
| 5 August, 2026 | 15.0546 | 0.37% |
| 4 August, 2026 | 14.9988 | 0.06% |
| 3 August, 2026 | 14.9903 | 0.1% |
| 31 July, 2026 | 14.9752 | -0.16% |
| 30 July, 2026 | 14.9987 | -0.64% |
| 29 July, 2026 | 15.0954 | 1.24% |
| 28 July, 2026 | 14.9110 | 0.43% |
| 27 July, 2026 | 14.8478 | 1.9% |
| 24 July, 2026 | 14.5708 | -0.03% |
| 23 July, 2026 | 14.5753 | -0.68% |
| 22 July, 2026 | 14.6752 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth?
The latest NAV of Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth is 15.0878 as on 1 September, 2026.What are YTD (year to date) returns of Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth?
The YTD (year to date) returns of Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth are 18.39% as on 1 September, 2026.What are 1 year returns of Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth?
The 1 year returns of Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth are 18.31% as on 1 September, 2026.