• 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

26.27

NAV (Mar 01)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

26.27

NAV (Mar 1)

Fund Returns

Last 1Y
63.3%
Last 3Y
19.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
23.3%
6 Month CAGR
28.5%

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
2.41
Launched (5y ago)
Jul 11, 2019
AUM in Crores
648.697
ISIN
INF209KB1N91
Lock-in
No Lock-in
Benchmark
S&P BSE Healthcare TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.4
Standard Deviation (5yr)
0
Beta (3yr)
0.94
Beta (5yr)
0
Sharpe Ratio (3yr)
0.782
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Dhaval Shah

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Pharma & Healthcare Fund (Growth)70%11,90,618 4,58,00619.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-03-01

Top Stock Holdings

sun pharmaceuticals industries ltd

14.5%
14.5%

cipla ltd

8.1%
8.1%

torrent pharmaceuticals ltd

7.6%
7.6%

aurobindo pharma ltd

7.5%
7.5%

apollo hospitals enterprise ltd

7.2%
7.2%
See all holdings

Allocation by Sector

healthcare

95.3%
95.3%

financial services

1.2%
1.2%

basic materials

0.5%
0.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 13,846 cr

₹ 16,033 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 345,949 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
022-43568000
care.mutualfunds@adityabirlacapital.com
Fund NameScripbox Opinion
Till Date CAGR

-

4.5%

5.6%

7.4%

5.6%

6.8%

5.6%

7.3%

5.6%

7.1%

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 23.3% over a period of 4 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 managers are Dhaval Joshi, Dhaval Shah.

Nav of Aditya Birla Sun Life Pharma & Healthcare Fund (G) as of 3/1/2024 is ₹26.27 with the total AUM as of 3/2/2024 is ₹648.697. 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 63.3% 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 2.41% for regular plan.