Click here 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.
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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.
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 295,814 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Aditya Birla Sun Life Pharma & Healthcare Fund (G)
About Aditya Birla Sun Life Pharma & Healthcare Fund (G)
Aditya Birla Sun Life Pharma & Healthcare Fund (G) is a sectoral / thematic - pharma and healthcare equity fund and has delivered an annualised return of 37.5% over a period of 2 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.
Aditya Birla Sun Life Pharma & Healthcare Fund (G) 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 (G) NAV,AUM,Risk
The Aditya Birla Sun Life Pharma & Healthcare Fund (G) fund was launched on Jul 11, 2019. The NAV (Net Asset Value) of this sectoral / thematic - pharma and healthcare equity as of 2021-07-30 is ₹ 19.34. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 571.150. The category risk of the Aditya Birla Sun Life Pharma & Healthcare Fund (G) fund is Very High Risk.
The fund charges 2.7 % as expense ratio.
Aditya Birla Sun Life Pharma & Healthcare Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 97.8% in this asset class. The top three holdings of the fund are sun pharmaceuticals industries ltd,dr reddy's laboratories ltd and cipla ltd
Aditya Birla Sun Life Pharma & Healthcare Fund (G) 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 (G) 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
Aditya Birla Sun Life Pharma & Healthcare Fund (G) Review
Aditya Birla Sun Life Pharma & Healthcare Fund (G) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Pharma & Healthcare Fund (G) has a score of 3 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
