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for top ranked funds in
sectoral / thematic - pharma and healthcare mutual funds.
However, Scripbox does not recommend investing in sectoral / thematic - pharma and healthcare mutual funds.
The pharma benchmark index itself has been a material underperformer over an extended time frame. Contrary to common perception, this category is also characterised by higher volatility. Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on. In addition the investor will need to have the ability, inclination and expertise to monitor the prospects closely. Investors are therefore better off investing in diversified funds rather than this category.
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.
Low
Moderately Low
Moderate
Moderately High
High
High Risk
2.72%
Expense Ratio
11th Jul, 2019
Launched (1y ago)
₹
363
AUM in Crores
INF209KB1N91
ISIN
No Lock-in
Lock-in
S&P BSE Healthcare TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Dhaval Shah
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Aditya Birla Sun Life AMC Ltd manages assets worth ₹ 242,567 crores. It's current offering of mutual fund schemes includes 76 equity, 327 debt and 27 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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About Aditya Birla Sun Life Pharma & Healthcare Fund (Growth)
About Aditya Birla Sun Life Pharma & Healthcare Fund (Growth)
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 34.41% over a period of 1 years.
The fund is managed by Aditya Birla Sun Life AMC Ltd.
The fund manager’s name is Dhaval Shah.
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth) 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.
However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth) NAV, AUM and Risk
The fund was launched on 2019-07-11. The NAV of the fund as of 2020-10-27 is ₹ 14.92. The total AUM of the fund as of 2020-10-27 is ₹ 363 Cr. The category risk of the fund is High Risk
The fund charges 2.72 % as expense ratio.
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 98.01% in this asset class.
The top three holdings of the fund are dr reddy's laboratories ltd, sun pharmaceuticals industries ltd and lupin ltd.
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this 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.
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth) Investment volatility and Horizon
This fund 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.
