Formerly DSP W - Health Fund Reg DR
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Sectoral / thematic - pharma and healthcare funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
3 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
1,049 Cr. Medium within the category
Positive. The category has a positive investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
The primary investment objective of the scheme is to seek to generate consistent returns by predominantly investing in equity and equity related securities of pharmaceutical and healthcare companies.
Low to Moderate
Very High Risk
Nov 30, 2018
Launched (3y ago)
AUM in Crores
S&P BSE Healthcare TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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.
Comparison with Equity Funds
About the AMC
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 95,150 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 51 equity,156 debt and 26 hybrid funds.
₹ 320 Cr
₹ 320 Cr
₹ 320 Cr
₹ 4,547 Cr
₹ 7,332 Cr
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DSP Healthcare Fund (DR-A) is a sectoral / thematic - pharma and healthcare equity fund and has delivered an annualised return of 33.0% over a period of 3 years .The fund was previously known as DSP W - Health Fund Reg DR.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Aditya Khemka, Chirag Dagli, Jay Kothari, Vinit Sambre
The primary investment objective of the scheme is to seek to generate consistent returns by predominantly investing in equity and equity related securities of pharmaceutical and healthcare companies. However, there is no assurance that the objective of the scheme will be realized.
The DSP Healthcare Fund (DR-A) fund was launched on Nov 30, 2018. The NAV (Net Asset Value) of this sectoral / thematic - pharma and healthcare equity as of 2021-03-05 is ₹ 19.048. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 1048.740. The category risk of the DSP Healthcare Fund (DR-A) fund is Very High Risk. The fund charges 2.26 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.6% in this asset class. The top three holdings of the fund are cipla ltd,lupin ltd and dr reddy's laboratories ltd
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.
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
DSP Healthcare Fund (DR-A) has a score of 2 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, DSP Healthcare Fund (DR-A) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.