DSP Mutual Funds

DSP Healthcare Fund Direct Plan Growth

₹ 40.92

NAV (Apr 29)

25.629%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within 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.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Scheme Information

Investment Objective

The scheme seeks to generate consistent returns by predominantly investing in equity and equity related securities of pharmaceutical and healthcare companies.

Expense Ratio
0.64 %
Launched 6Y ago
2018-11-30
AUM in Crores
3018.8
ISIN
INF740KA1LG1
Lock-in (days)
No Lock-in
Benchmark
BSE Healthcare Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.9
Beta
0.9
Sharpe Ratio
0.9
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Sun Pharmaceutical Industries Ltd.

11.7%
11.7%

Suven Pharmaceuticals Ltd.

10.47%
10.47%

Cipla Ltd.

7.77%
7.77%

Ipca Laboratories Ltd.

7.61%
7.61%

Lupin Ltd.

7.58%
7.58%
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Allocation by Sector

Healthcare

96.21%
96.21%

Insurance

1.38%
1.38%
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Frequently Asked Questions

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