Tata Nifty MidSmall Healthcare Index Fund
Ticker: mf13610
Decent
68/100
☆ Add to Watchlist
More Options
T
Tata Nifty G-Sec Dec 2029 Index Fund
The Tata Nifty G-Sec Dec 2029 Index Fund offers stable returns with low risk, suitable for conservative investors seeking safety over high growth.
View details
H
HDFC Retirement Savings Fund-Hybrid-Debt Plan
The fund shows potential but is hindered by inconsistent growth and profitability metrics, making it a risky investment.
View details
M
Mahindra Manulife Overnight Fund
The Mahindra Manulife Overnight Fund presents a risky investment profile with limited growth potential and some governance concerns.
View details
N
Nippon India Nifty Bank Index Fund
The Nippon India Nifty Bank Index Fund presents a decent investment opportunity with solid growth potential, but investors should be cautious of market volatility and sector-specific risks.
View details
H
HSBC Conservative Hybrid Fund
The fund shows decent stability but lacks strong growth drivers and has some valuation concerns.
View details
E
Edelweiss Nifty Smallcap 250 Index Fund
The fund exhibits several risks with limited growth potential and profitability concerns, making it a risky investment choice.
View details
A
Aditya Birla SL CRISIL IBX SDL Jun 2032 Index Fund
The fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks.
View details
E
Edelweiss Nifty 100 Quality 30 Index Fund
The fund is positioned well with a focus on quality stocks, but some risks in execution and liquidity should be monitored.
View details
Q
Quantum Small Cap Fund
The Quantum Small Cap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
View details
A
Aditya Birla SL Long Duration Fund
The Aditya Birla SL Long Duration Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of valuation and execution challenges.
View details
L
LIC MF Short Duration Fund
The LIC MF Short Duration Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
View details
E
Edelweiss Nifty Alpha Low Volatility 30 Index Fund
The fund shows decent potential with a focus on low volatility stocks, but some valuation concerns and execution risks should be monitored.
View details
B
Bandhan CRISIL IBX 90:10 SDL Plus Gilt - Sep 2027 Index Fund
The fund shows potential risks with limited growth and profitability metrics, making it a risky investment.
View details
I
Invesco India Credit Risk Fund
The fund shows potential but faces several challenges that could impact future performance.
View details
C
Canara Rob Gilt Fund
The fund shows decent potential but is hindered by inconsistent growth and market sentiment.
View details
E
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund
The Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund is a decent option for conservative investors seeking stability, but growth potential is limited.
View details
Business Overview
The Tata Nifty MidSmall Healthcare Index Fund is designed for investors seeking exposure to the growing healthcare sector in India. This fund focuses on mid and small-cap companies, offering potential for higher returns while diversifying risk. It is ideal for those looking to capitalize on the evolving healthcare landscape and benefit from long-term growth opportunities. With a robust investment strategy, this fund aims to provide a balanced approach to healthcare investments.
- Focuses on mid and small-cap healthcare companies
- Ideal for long-term growth investors
- Diversifies risk in the healthcare sector
- Capitalizes on India's evolving healthcare landscape
- Managed by experienced professionals
- Aligns with increasing healthcare demand in India
Investment Thesis
The Tata Nifty MidSmall Healthcare Index Fund stands out due to its strong promoter credibility, significant growth potential in digital healthcare services, and attractive valuation compared to peers. This positions it as a compelling investment opportunity for retail investors seeking exposure to the burgeoning healthcare sector.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Digital healthcare services are experiencing exponential growth, driving future returns.
- Valuation metrics are favorable compared to similar funds, enhancing upside potential.
- Diversified exposure to mid and small-cap healthcare stocks mitigates risk.
- Aligns with India's increasing healthcare spending and policy support.
Opportunity vs Risk
Opportunities
- Strong growth in healthcare sector
- Rising demand for mid-small caps
- Government support for healthcare initiatives
- Diversification benefits in portfolio
Risks ⚠️
- Market volatility affecting small caps
- Regulatory changes impacting healthcare
- Economic slowdown risks
- High competition in healthcare sector
Peer Perspective
Tata Nifty MidSmall Healthcare Index Fund trades at a slight premium compared to peers like Nippon India and HDFC, necessitating consistent margin stability and growth acceleration for a potential rerating in the competitive healthcare sector.
📊 Stock Investment Checklist (100 Points)
Tata Nifty MidSmall Healthcare Index Fund • Updated: 2025-09-29 17:17:59
-
10BusinessHighHealthcare sector is growing, but competition is high.
-
10GrowthHighConsistent revenue growth observed over the last few years.
-
10ProfitabilityHighROE and ROCE are above industry average, but OCF is fluctuating.
-
8ValuationHighP/E and P/B ratios are slightly above peers.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is strong, but some pledging exists.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.