OtherIndex FundsDirect · Growth
Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth
Tata · Scheme 152564
₹15.34▲ 0.41%NAV · 2026-09-18
Excellent FundScore
AUM
₹207 cr
Expense ratio
0.59%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Rakesh PrajapatiExit load: Exit load of 0.25%, if redeemed within 15 days.
Excellent · 80/100
A standout fund on our data — strong across almost every dimension.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Low cost — 0.59% expense ratio means more of the return stays with you.
- ✓1Y return: +16.7%
- ✓Max drawdown: -18%
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
FundScore breakdown
80/100 · Excellent
Returns
Excellent
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.