Tata Nifty MidSmall Healthcare Index Fund(IDCW)
Ticker: mf17111
Decent
66/100
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T
Tata Nifty MidSmall Healthcare Index Fund(IDCW Payout)
The fund shows decent potential in a growing sector, but faces challenges in profitability and valuation metrics.
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E
Edelweiss Nifty 100 Quality 30 Index Fund(IDCW)
The fund is positioned well with quality stocks, showing decent growth and profitability metrics, but some risks remain.
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A
Axis Floater Fund(Q-IDCW)
The Axis Floater Fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment.
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Axis Floater Fund(A-IDCW)
The Axis Floater Fund shows decent potential with moderate risks, but investors should be cautious about profitability and execution challenges.
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A
Axis Floater Fund(M-IDCW)
The Axis Floater Fund shows potential but faces challenges in profitability and valuation. Caution is advised for new investors.
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Axis Floater Fund(DD-IDCW)
The Axis Floater Fund shows potential for moderate returns but carries risks that warrant caution. Investors should consider their risk tolerance before investing.
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A
Aditya Birla SL Long Duration Fund(IDCW Reinvest)
The fund shows potential but is hindered by inconsistent growth and valuation concerns. Caution is advised for new investors.
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Aditya Birla SL Long Duration Fund(IDCW)
The fund shows decent potential but carries some risks that need to be monitored closely.
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L
LIC MF Short Duration Fund(IDCW)
The LIC MF Short Duration Fund shows decent potential but is hindered by inconsistent growth and average profitability metrics.
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L
LIC MF Short Duration Fund(W-IDCW)
The fund shows moderate potential but carries risks that may affect future performance.
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L
LIC MF Short Duration Fund(M-IDCW)
The LIC MF Short Duration Fund shows moderate potential but faces challenges in growth and profitability. It is suitable for conservative investors seeking stability.
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B
Bandhan CRISIL IBX 90:10 SDL Plus Gilt - Sep 2027 Index Fund(IDCW)
The fund shows moderate potential but lacks strong growth and profitability metrics. Caution is advised.
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E
Edelweiss Nifty Alpha Low Volatility 30 Index Fund(IDCW)
The fund presents a decent investment opportunity for conservative investors seeking stability, but growth potential is limited.
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I
Invesco India Credit Risk Fund(M-IDCW)
The fund shows potential but is currently facing several challenges that could impact performance.
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I
Invesco India Credit Risk Fund(IDCW)
The fund shows potential with a decent score, but investors should remain cautious due to execution risks.
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C
Canara Rob Gilt Fund(IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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Business Overview
The Tata Nifty MidSmall Healthcare Index Fund (IDCW) is a mutual fund that focuses on investing in mid and small-cap companies within the healthcare sector. It is designed for investors seeking exposure to the growing healthcare market in India, particularly those looking for long-term capital appreciation. This fund matters as it taps into the potential of emerging healthcare firms, offering diversification and professional management. With a robust strategy and a focus on innovation, it aims to deliver sustainable returns for investors.
- Focuses on mid and small-cap healthcare companies
- Ideal for long-term capital growth
- Taps into India's expanding healthcare sector
- Offers professional management and diversification
- Aims to deliver sustainable returns for investors
Investment Thesis
Tata Nifty MidSmall Healthcare Index Fund offers a compelling investment opportunity with its strong promoter credibility, significant growth potential in digital healthcare services, and attractive valuations compared to peers. This fund stands out as a strategic choice for investors seeking exposure to the burgeoning healthcare sector.
- Strong backing from the Tata Group, ensuring credibility and stability.
- Rising demand for digital healthcare services presents a robust growth runway.
- Attractive valuation metrics compared to peer funds, enhancing investment appeal.
- Focus on mid and small-cap healthcare stocks, capturing growth potential.
- Diversified portfolio reduces risk while tapping into a high-growth sector.
Opportunity vs Risk
Opportunities
- Growing healthcare sector in India
- Increased demand for healthcare services
- Potential for high long-term returns
- Diversification in mid and small caps
Risks ⚠️
- Market volatility affecting small caps
- Regulatory changes impacting healthcare
- Economic downturns impacting spending
- 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 Healthcare funds. A rerating could occur if it demonstrates consistent margin stability and robust growth in the sector.
📊 Stock Investment Checklist (100 Points)
Tata Nifty MidSmall Healthcare Index Fund(IDCW) • Updated: 2025-10-01 15:39:57
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10BusinessHighHealthcare sector is essential and has growth potential, but competition is high.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighModerate debt levels, but liquidity is adequate.
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6GovernanceGoodPromoter holding is stable, but some concerns about pledging.
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5DriversGoodGrowth drivers exist, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows potential in a growing sector, but faces challenges in profitability and execution risks.