Tata Nifty MidSmall Healthcare Index Fund is an average performer in its category with a BullWiser Honest Score of 6.9/10 — above the Other Scheme - Index Funds category median of 5.2/10 across 344 funds. Its 3-year CAGR of 12.1% outperforms the Other Scheme - Index Funds category average of 6.7% by +5.4 percentage points. As a Direct plan, Tata Nifty MidSmall Healthcare Index Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.
Fund Details
Fund Name
Tata Nifty MidSmall Healthcare Index Fund
Category
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
16.6%
3Y CAGR
12.1%
vs Category Average — Other Scheme - Index Funds
3Y CAGR
This fund+5.4% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund+1.7 vs category avg
Category: Other Scheme - Index Funds · 344 Direct-plan funds compared · 2% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of Tata Nifty MidSmall Healthcare Index Fund?
Tata Nifty MidSmall Healthcare Index Fund has a BullWiser Honest Score of 6.9/10 (AVERAGE).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Tata Nifty MidSmall Healthcare Index Fund?
The Total Expense Ratio (TER) of Tata Nifty MidSmall Healthcare Index Fund Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Tata Nifty MidSmall Healthcare Index Fund?
Tata Nifty MidSmall Healthcare Index Fund has delivered 16.6% 1-year returns and
12.1% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is Tata Nifty MidSmall Healthcare Index Fund a good investment?
BullWiser rates Tata Nifty MidSmall Healthcare Index Fund as AVERAGE (Honest Score 6.9/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the Other Scheme - Index Funds category.
How does Direct Plan differ from Regular Plan for Tata Nifty MidSmall Healthcare Index Fund?
The Direct plan of Tata Nifty MidSmall Healthcare Index Fund has a lower expense ratio than the Regular plan because no distributor commission is paid.
On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth.
BullWiser always recommends Direct plans for cost-conscious investors.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse Other Scheme - Index Funds Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.