- Mutual Funds
- DSP Mutual Funds
- DSP Healthcare Fund (Growth)
Formerly DSP W - Health Fund Reg Gr
DSP Healthcare Fund (Growth)
₹ 28.546
NAV (Dec 01)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.546
NAV (Dec 1)
Fund Returns
Last 1Y | 26.2% |
Last 3Y | 15.8% |
Last 5Y | 23.3% |
Last 10Y | NA |
Since Inception | 23.3% |
6 Month CAGR | 27.1% |
Scheme Information
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 | 2.06 |
Launched (5y ago) | Nov 30, 2018 |
AUM in Crores | 1717.540 |
ISIN | INF740KA1LD8 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.9 |
Standard Deviation (5yr) | 16.6 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.78 |
Sharpe Ratio (3yr) | 0.739 |
Sharpe Ratio (5yr) | 1.043 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Healthcare Fund (Growth) | 13,32,166 | 5,99,554 | 23.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
sun pharmaceuticals industries ltd
12.9%ipca laboratories ltd
8.7%cipla ltd
8.4%suven pharmaceuticals ltd
7.8%lupin ltd
7.2%Allocation by Sector
healthcare
96%financial services
1.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22% | 14.8% | ||
20.8% | 14.3% | ||
20.8% | 14.3% | ||
36.3% | 17.4% | ||
22.6% | 11.9% |
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 23.3% over a period of 5 years. The fund was previously known as DSP W - Health Fund Reg Gr. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Chirag Dagli, Jay Kothari.
Nav of DSP Healthcare Fund (G) as of 12/1/2023 is ₹28.55 with the total AUM as of 12/5/2023 is ₹1717.54. 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 4 fund in Equity and delivered 26.2% 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)?
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 Top Ranked 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 2.06% for regular plan.