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  • DSP Healthcare Fund (Growth)

Formerly DSP W - Health Fund Reg Gr

DSP Mutual Funds

DSP Healthcare Fund (Growth)

EquitySectoral / Thematic - Pharma And Healthcare

22.631

NAV (Dec 02)

22.6%
Till Date CAGR
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

22.631

NAV (Dec 2)

Fund Returns

Last 1Y

0.8%

Last 3Y

27.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

22.6%

6 Month CAGR

13.8%

Scheme Information

Investment Objective

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.

Expense Ratio

2.26

Launched (4y ago)

Nov 30, 2018

AUM in Crores

1218.709

ISIN

INF740KA1LD8

Lock-in

No Lock-in

Benchmark

S&P BSE Healthcare TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

18.6

Standard Deviation (5yr)

0

Beta (3yr)

0.78

Beta (5yr)

0

Sharpe Ratio (3yr)

1.197

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Jay Kothari

Fund Manager

Vinit Sambre

Fund Manager

Chirag Dagli

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

sun pharmaceuticals industries ltd

16.6%
16.6%

cipla ltd

9.9%
9.9%

apollo hospitals enterprise ltd

6.9%
6.9%

ipca laboratories ltd

5.9%
5.9%

procter & gamble health ltd

5.3%
5.3%
See all holdings

Allocation by Sector

healthcare

94.2%
94.2%

financial services

2.3%
2.3%
See all sectors

Compare DSP Healthcare Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 125,326 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.8%

    14.6%

    18.5%

    14.3%

    18.5%

    14.3%

    21.6%

    16.4%

    13.5%

    14.4%

    DSP Healthcare Fund (G) Review

    DSP Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 22.6% over a period of 4 years. The fund was previously known as DSP W - Health Fund Reg Gr. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Chirag Dagli, Jay Kothari, Vinit Sambre.

    Nav of DSP Healthcare Fund (G) as of 12/2/2022 is ₹22.63 with the total AUM as of 12/3/2022 is ₹1218.709. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Healthcare Fund (G) was launched on Nov 30, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for DSP 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.

    DSP 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.

    DSP Healthcare Fund (G) is rated as a 0 fund in Equity and delivered 0.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Healthcare Fund (G).

    Frequently Asked Questions

    What is DSP Healthcare Fund (G)?

    DSP Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in DSP Healthcare Fund (G)?

    You can invest in DSP 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 DSP Healthcare Fund (G)?

    The minimum sip amount for DSP Healthcare Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is DSP Healthcare Fund (G) good to invest in?

    As per Scripbox experts, DSP Healthcare Fund (G) is a Not Reviewed Yet fund. You can investDSP 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 DSP Healthcare Fund (G)?

    The expense ratio of the DSP Healthcare Fund (G) is 2.26% for regular plan.