- Scheme Category:
- Other Scheme >
- Index Funds
NAV: ₹ ↓ -0.25%
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 - Direct Plan - Growth and its peers as on 21 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth | 18.02% | -0.25% | -0.47% | 0.43% | 5.97% | 15.11% | - | - | - | - |
| SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH | -6.55% | 0.08% | -0.47% | 0.45% | 3.18% | -2.53% | 8.71% | 9.09% | 12.96% | 11.75% |
| SBI Nifty Next 50 Index Fund - Direct Plan - Growth | 6.79% | -0.27% | -0.67% | 1.9% | 6.8% | 9.51% | 19.45% | 14.03% | - | - |
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth | 3.8% | 0.01% | 0.11% | 0.49% | 1.6% | 6.03% | 7.26% | - | - | - |
| SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth | 3.06% | 0.05% | -0.12% | 0.28% | 2.41% | 5.77% | 7.78% | - | - | - |
| SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth | 3.42% | -0.04% | -0.72% | 0.07% | 3.46% | 5.99% | 7.92% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | -1.53% |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.03% | 0.02% | -0.57% | -6.12% | 4.47% | -5.16% | 6.99% | 5.73% | 5.44% | 3.87% |
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 % |
|---|---|---|---|
| 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 - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 21 August, 2026 | 15.2119 | -0.25% |
| 20 August, 2026 | 15.2498 | 0.27% |
| 19 August, 2026 | 15.2091 | -0.88% |
| 18 August, 2026 | 15.3442 | 0.41% |
| 17 August, 2026 | 15.2821 | -0.01% |
| 14 August, 2026 | 15.2840 | -0.72% |
| 13 August, 2026 | 15.3942 | 0.22% |
| 12 August, 2026 | 15.3606 | -0.7% |
| 11 August, 2026 | 15.4687 | 0.5% |
| 10 August, 2026 | 15.3910 | -0.47% |
| 7 August, 2026 | 15.4643 | 1.02% |
| 6 August, 2026 | 15.3086 | 0.19% |
| 5 August, 2026 | 15.2795 | 0.37% |
| 4 August, 2026 | 15.2225 | 0.06% |
| 3 August, 2026 | 15.2137 | 0.11% |
| 31 July, 2026 | 15.1977 | -0.16% |
| 30 July, 2026 | 15.2213 | -0.64% |
| 29 July, 2026 | 15.3191 | 1.24% |
| 28 July, 2026 | 15.1317 | 0.43% |
| 27 July, 2026 | 15.0674 | 1.91% |
| 24 July, 2026 | 14.7856 | -0.03% |
| 23 July, 2026 | 14.7899 | -0.68% |
| 22 July, 2026 | 14.8911 | -1.69% |
| 21 July, 2026 | 15.1473 | 0.67% |
| 20 July, 2026 | 15.0465 | 0.8% |
| 17 July, 2026 | 14.9271 | -1.13% |
| 16 July, 2026 | 15.0970 | 0.02% |
| 15 July, 2026 | 15.0937 | 0.4% |
| 14 July, 2026 | 15.0337 | 0.37% |
| 13 July, 2026 | 14.9777 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth?
The latest NAV of Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth is 15.2119 as on 21 August, 2026.What are YTD (year to date) returns of Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth?
The YTD (year to date) returns of Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth are 18.02% as on 21 August, 2026.What are 1 year returns of Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth?
The 1 year returns of Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth are 15.11% as on 21 August, 2026.