• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Pharma & Healthcare Fund (Growth)

Formerly Aditya BSL Pharma & Healthcare Reg Gr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Pharma & Healthcare Fund (Growth)

EquitySectoral / Thematic - Pharma And Healthcare

16.8

NAV (Jan 27)

15.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.8

NAV (Jan 27)

Fund Returns

Last 1Y

-7.7%

Last 3Y

14.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

15.6%

6 Month CAGR

-0.5%

Scheme Information

Investment Objective

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

2.51

Launched (4y ago)

Jul 11, 2019

AUM in Crores

461.698

ISIN

INF209KB1N91

Lock-in

No Lock-in

Benchmark

S&P BSE Healthcare TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.3

Standard Deviation (5yr)

0

Beta (3yr)

0.89

Beta (5yr)

0

Sharpe Ratio (3yr)

0.669

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Dhaval Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-01-27

Top Stock Holdings

sun pharmaceuticals industries ltd

17%
17%

cipla ltd

9.6%
9.6%

apollo hospitals enterprise ltd

9.1%
9.1%

dr reddy's laboratories ltd

6.8%
6.8%

lupin ltd

5.3%
5.3%
See all holdings

Allocation by Sector

healthcare

94.5%
94.5%

basic materials

1.2%
1.2%

consumer defensive

1%
1%
See all sectors

Compare Aditya Birla Sun Life Pharma & Healthcare Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 261,822 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,338 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    2.6%

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    Aditya Birla Sun Life Pharma & Healthcare Fund (G) Review

    Aditya Birla Sun Life Pharma & Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 15.6% over a period of 3 years. The fund was previously known as Aditya BSL Pharma & Healthcare Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Dhaval Shah.

    Nav of Aditya Birla Sun Life Pharma & Healthcare Fund (G) as of 1/27/2023 is ₹16.80 with the total AUM as of 1/28/2023 is ₹461.698. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Pharma & Healthcare Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 0 fund in Equity and delivered -7.7% 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 (G).

    Frequently Asked Questions

    What is Aditya Birla Sun Life Pharma & Healthcare Fund (G)?

    Aditya Birla Sun Life Pharma & Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Pharma & Healthcare Fund (G)?

    You can invest in Aditya Birla Sun Life Pharma & Healthcare Fund (G) 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 (G)?

    The minimum sip amount for Aditya Birla Sun Life Pharma & Healthcare Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Pharma & Healthcare Fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Pharma & Healthcare Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Pharma & Healthcare Fund (G) 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 (G)?

    The expense ratio of the Aditya Birla Sun Life Pharma & Healthcare Fund (G) is 2.51% for regular plan.