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NAV: ₹ ↓ -0.34%
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 16 June, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth | 8.36% | -0.34% | -1.5% | -1.02% | 13.35% | 10.47% | - | - | - | - |
| SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH | -8.01% | 0.57% | 3.25% | 1.62% | 2.68% | -3.07% | 9.34% | 9.72% | 11.51% | 12.31% |
| SBI Nifty Next 50 Index Fund - Direct Plan - Growth | 3.31% | 0.16% | 2.65% | 3.66% | 11.56% | 7.1% | 18.37% | 13.6% | - | - |
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth | 2.71% | 0.03% | 0.14% | 0.58% | 1.63% | 5.94% | 7.18% | - | - | - |
| SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth | 2.09% | -0.01% | 0.18% | 1.3% | 1.4% | 5.19% | 7.55% | - | - | - |
| SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth | 2.2% | 0.22% | 0.6% | 2.01% | 0.98% | 3.7% | 7.51% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | -1.53% |
Discrete returns (monthly)
| Month | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -1.74% | -1.37% | 1.03% | 0.02% | -0.57% | -6.12% | 4.47% | -5.16% | 6.99% | 5.73% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.86% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.14% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| LUPIN LTD | LUPIN (INE326A01037) | Pharmaceuticals & Biotechnology | 10.67% |
| FORTIS HEALTHCARE LTD | FORTIS (INE061F01013) | Healthcare Services | 7.88% |
| LAURUS LABS LTD | LAURUSLABS (INE947Q01028) | Pharmaceuticals & Biotechnology | 7.34% |
| AUROBINDO PHARMA LTD | AUROPHARMA (INE406A01037) | Pharmaceuticals & Biotechnology | 6.93% |
| GLENMARK PHARMACEUTICALS LTD | GLENMARK (INE935A01035) | Pharmaceuticals & Biotechnology | 6.10% |
| ALKEM LABORATORIES LTD | ALKEM (INE540L01014) | Pharmaceuticals & Biotechnology | 5.90% |
| BIOCON LTD | BIOCON (INE376G01013) | Pharmaceuticals & Biotechnology | 4.90% |
| MANKIND PHARMA LTD | MANKIND (INE634S01028) | Pharmaceuticals & Biotechnology | 4.32% |
| IPCA LABORATORIES LTD | IPCALAB (INE571A01038) | Pharmaceuticals & Biotechnology | 4.23% |
| ASTER DM HEALTHCARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 3.23% |
| J.B.CHEMICALS & PHARMACEUTICALS LTD | JBCHEPHARM (INE572A01036) | Pharmaceuticals & Biotechnology | 3.21% |
| KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD | KIMS (INE967H01025) | Healthcare Services | 2.92% |
| GLAND PHARMA LTD | GLAND (INE068V01023) | Pharmaceuticals & Biotechnology | 2.57% |
| ABBOTT INDIA LTD | ABBOTINDIA (INE358A01014) | Pharmaceuticals & Biotechnology | 2.56% |
| SAI LIFE SCIENCES LTD | SAILIFE (INE570L01029) | Pharmaceuticals & Biotechnology | 2.54% |
| AJANTA PHARMA LTD | AJANTPHARM (INE031B01049) | Pharmaceuticals & Biotechnology | 2.25% |
| NARAYANA HRUDAYALAYA LTD | NH (INE410P01011) | Healthcare Services | 2.11% |
| NEULAND LABORATORIES LTD | NEULANDLAB (INE794A01010) | Pharmaceuticals & Biotechnology | 1.97% |
| DR. LAL PATH LABS LTD | LALPATHLAB (INE600L01024) | Healthcare Services | 1.94% |
| WOCKHARDT LTD | WOCKPHARMA (INE049B01025) | Pharmaceuticals & Biotechnology | 1.85% |
| GLAXOSMITHKLINE PHARMACEUTICALS LTD | GLAXO (INE159A01016) | Pharmaceuticals & Biotechnology | 1.80% |
| GRANULES INDIA LTD | GRANULES (INE101D01020) | Pharmaceuticals & Biotechnology | 1.71% |
| NATCO PHARMA LTD | NATCOPHARM (INE987B01026) | Pharmaceuticals & Biotechnology | 1.66% |
| PIRAMAL PHARMA LTD | PPLPHARMA (INE0DK501011) | Pharmaceuticals & Biotechnology | 1.61% |
| GLOBAL HEALTH LTD | MEDANTA (INE474Q01031) | Healthcare Services | 1.55% |
| ONESOURCE SPECIALTY PHARMA LTD | ONESOURCE (INE013P01021) | Pharmaceuticals & Biotechnology | 1.55% |
| SYNGENE INTERNATIONAL LTD | SYNGENE (INE398R01022) | Healthcare Services | 1.41% |
| PFIZER LTD | PFIZER (INE182A01018) | Pharmaceuticals & Biotechnology | 1.36% |
| COHANCE LIFESCIENCES LTD | COHANCE (INE03QK01018) | Pharmaceuticals & Biotechnology | 0.93% |
| POLY MEDICURE LTD | POLYMED (INE205C01021) | Healthcare Equipment & Supplies | 0.86% |
Portfolio data is as on date 31 March, 2026
NAV history
Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 16 June, 2026 | 13.9664 | -0.34% |
| 15 June, 2026 | 14.0145 | -1.08% |
| 12 June, 2026 | 14.1670 | 0.55% |
| 11 June, 2026 | 14.0900 | 0.27% |
| 10 June, 2026 | 14.0515 | -0.9% |
| 9 June, 2026 | 14.1797 | 0.82% |
| 8 June, 2026 | 14.0638 | -0.21% |
| 5 June, 2026 | 14.0930 | 0.45% |
| 4 June, 2026 | 14.0302 | 0.69% |
| 3 June, 2026 | 13.9343 | 0.57% |
| 2 June, 2026 | 13.8556 | -0.8% |
| 1 June, 2026 | 13.9678 | -0.47% |
| 29 May, 2026 | 14.0342 | -1.27% |
| 27 May, 2026 | 14.2148 | -0.06% |
| 26 May, 2026 | 14.2236 | -0.05% |
| 25 May, 2026 | 14.2308 | 0.54% |
| 22 May, 2026 | 14.1541 | -1.4% |
| 21 May, 2026 | 14.3553 | 0.22% |
| 20 May, 2026 | 14.3234 | 0.29% |
| 19 May, 2026 | 14.2817 | 1.08% |
| 18 May, 2026 | 14.1290 | 0.13% |
| 15 May, 2026 | 14.1105 | 0.11% |
| 14 May, 2026 | 14.0951 | 1.57% |
| 13 May, 2026 | 13.8772 | 0.01% |
| 12 May, 2026 | 13.8756 | -1.62% |
| 11 May, 2026 | 14.1040 | 0.78% |
| 8 May, 2026 | 13.9954 | 0.17% |
| 7 May, 2026 | 13.9715 | 0.76% |
| 6 May, 2026 | 13.8668 | 2.45% |
| 5 May, 2026 | 13.5348 |
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 13.9664 as on 16 June, 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 8.36% as on 16 June, 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 10.47% as on 16 June, 2026.