- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A)
Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A)
₹ 19.46
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.46
NAV (Apr 18)
Fund Returns
Last 1Y | 43.7% |
Last 3Y | 11.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.1% |
6 Month CAGR | 21.8% |
Scheme Information
The scheme provides long term capital appreciation by investing in equity/equity related instruments of the companies in the Pharmaceuticals,Healthcare and Allied sectors in India. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Expense Ratio | 2.37 |
Launched (5y ago) | Jul 11, 2019 |
AUM in Crores | 699.552 |
ISIN | INF209KB1O09 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.6 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.662 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) | 9,79,519 | 2,46,907 | 11.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
sun pharmaceuticals industries ltd
15.7%cipla ltd
8.3%torrent pharmaceuticals ltd
7.2%clearing corporation of india limited
6.7%apollo hospitals enterprise ltd
6.7%Allocation by Sector
healthcare
90.7%financial services
1.9%basic materials
0.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) Review
Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 20.1% over a period of 4 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Dhaval Shah.
Nav of Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) as of 4/18/2024 is ₹19.46 with the total AUM as of 4/19/2024 is ₹699.552. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) was launched on Jul 11, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Healthcare TR INR.
Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 43.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A).
Frequently Asked Questions
What is Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A)?
How to invest in Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A)?
You can invest in Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Pharma & Healthcare Fund (PIDCW-A) is 2.37% for regular plan.