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IDBI Mutual Funds

IDBI Healthcare Fund (Growth)

EquitySectoral / Thematic - Pharma And Healthcare

16.47

NAV (May 30)

12.6%
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

16.47

NAV (May 30)

Fund Returns

Last 1Y
-1%
Last 3Y
8.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
12.6%
6 Month CAGR
-4.9%

Scheme Information

Investment Objective

The objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in Healthcare and Allied sectors. However there can be no assurance that the investment objective under the scheme will be realized.

Expense Ratio
2.46
Launched (4y ago)
Feb 28, 2019
AUM in Crores
49.622
ISIN
INF397L01LG2
Lock-in
No Lock-in
Benchmark
S&P BSE Healthcare TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.8
Standard Deviation (5yr)
0
Beta (3yr)
0.91
Beta (5yr)
0
Sharpe Ratio (3yr)
0.391
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Alok Ranjan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDBI Healthcare Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-05-30

Top Stock Holdings

sun pharmaceuticals industries ltd

17.3%
17.3%

divi's laboratories ltd

9.9%
9.9%

dr reddy's laboratories ltd

8.6%
8.6%

cipla ltd shs dematerialised

8.1%
8.1%

apollo hospitals enterprise ltd

7.8%
7.8%
See all holdings

Allocation by Sector

healthcare

91.9%
91.9%

basic materials

3.8%
3.8%

financial services

2.5%
2.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,178 cr

₹ 8,056 cr

₹ 14,448 cr

₹ 8,860 cr

₹ 7,811 cr

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 3,590 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 40 equity,35 debt and 8 hybrid funds.amc-img
022-66442800
contactus@idbimutual.co.in
Fund NameScripbox Opinion
Till Date CAGR

25%

13.8%

4.4%

7.1%

4.3%

4.8%

4.4%

5.6%

4.4%

5.4%

IDBI Healthcare Fund (G) Review

IDBI Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 12.6% over a period of 4 years. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is Alok Ranjan.

Nav of IDBI Healthcare Fund (G) as of 5/30/2023 is ₹16.47 with the total AUM as of 5/31/2023 is ₹49.622. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Healthcare Fund (G) was launched on Feb 28, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for IDBI 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.

IDBI 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.

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

Frequently Asked Questions

What is IDBI Healthcare Fund (G)?

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

How to invest in IDBI Healthcare Fund (G)?

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

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

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

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

The expense ratio of the IDBI Healthcare Fund (G) is 2.46% for regular plan.