Tata Nifty MidSmall Healthcare Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Tata Nifty MidSmall Healthcare Index Fund Growth Fund Overview
SIP ₹100 & Lump. ₹5000
₹221 Cr
N/A
1.12
0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.
Nifty MidSmall Healthcare Total Return
Tata Nifty MidSmall Healthcare Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.53 | -1.92 | 14.84 |
| 6M | 10.08 | -0.01 | 21.70 |
| 1Y | 12.85 | 2.01 | 39.17 |
| 3Y | 0.00 | 11.30 | 190.19 |
Portfolio Analysis
- Equity: 100.14%
- Debt: -0.14%
- Others
About Fund Tata Nifty MidSmall Healthcare Index Fund Growth
Tata Nifty MidSmall Healthcare Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹221 Crore. The fund benchmarks its performance against the Nifty MidSmall Healthcare Total Return while maintaining an expense ratio of 1.12. Under the expert guidance of Nitin Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Nitin Sharma
Mr. Nitin Sharma holds MFM, BAF(Bachelor of Commerce Accounting & Finance). Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Bandhan BSE India Sector Leaders Index Fund Growth | 0 | 22 CR | 1.1 |
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth | 0 | 97 CR | 1.35 |
| Tata Nifty MidSmall Healthcare Index Fund Growth | 0 | 220 CR | 1.12 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,826 CR | 0.35 |
| Mirae Asset NYSE FANG + ETF Growth | 0 | 4,447 CR | 0.66 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBandhan BSE India Sector Leaders Index Fund Growth | -10.8367 | 0 |
| This FundAditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth | -3.4226 | 0 |
| This FundTata Nifty MidSmall Healthcare Index Fund Growth | 12.8515 | 0 |
| This FundAditya Birla Sun Life Silver ETF Growth | 30.6525 | 162.8869 |
| This FundMirae Asset NYSE FANG + ETF Growth | 18.0511 | 190.1876 |
Tata Nifty MidSmall Healthcare Index Fund Growth FAQs
- 1 Month : -4.53%
- 6 Months : 10.08%
- 1 Year : 12.85%
- 3 Years : 0.00%
