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    • IDBI Healthcare Fund (Growth)
    IDBI Mutual Funds

    IDBI Healthcare Fund (Growth)

    EquitySectoral / Thematic - Pharma And Healthcare

    19.78

    NAV (Sep 21)

    30.5%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in sectoral / thematic - pharma and healthcare mutual funds.

    However, Scripbox does not recommend investing in 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 ->

    Track Record

    2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

    Relative Size

    85 Cr. Negligible within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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    Historical NAV

    19.78

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    28.4%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    30.5%
    6 Month CAGR
    26.1%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.63
    Launched (2y ago)
    Feb 28, 2019
    AUM in Crores
    84.194
    ISIN
    INF397L01LG2
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE Healthcare TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Alok Ranjan

    Fund Manager

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    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.

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    • Inflation beating returns
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    IDBI Asset Management Limited

    IDBI Asset Management Limited manages assets worth 4,313 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

  • tel-amc-about
    022-66442800
  • mail-amc-about
    contactus@idbimutual.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.3%

    7.4%

    top-ranked-badge

    5.6%

    7.4%

    top-ranked-badge

    19.6%

    15.8%

    top-ranked-badge

    18.9%

    15.5%

    top-ranked-badge

    4.3%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About IDBI Healthcare Fund (G)

    About IDBI Healthcare Fund (G)

    IDBI Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 30.5% over a period of 2 years. . The fund is managed by IDBI Asset Management Limited. The fund manager’s name is Alok Ranjan

    IDBI Healthcare Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    IDBI Healthcare Fund (G) NAV,AUM,Risk

    The IDBI Healthcare Fund (G) fund was launched on Feb 28, 2019. The NAV (Net Asset Value) of this Sectoral / Thematic - Pharma And Healthcare Equity fund as of 2021-09-21 is ₹19.78. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹84.194. The category risk of the IDBI Healthcare Fund (G) fund is Very High Risk. The fund charges 2.63 % as expense ratio.

    IDBI Healthcare Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.9% in this asset class. The top three holdings of the fund are , sun pharmaceuticals industries ltd , divi's laboratories ltd , dr reddy's laboratories ltd , cipla ltd , apollo hospitals enterprise ltd , treps , aurobindo pharma ltd , ipca laboratories ltd , lupin ltd , gland pharma ltd , alkem laboratories ltd , j.b. chemicals & pharmaceuticals ltd , torrent pharmaceuticals ltd , laurus labs ltd , abbott india ltd , indoco remedies ltd , syngene international ltd , jubilant ingrevia ltd ordinary shares , pfizer ltd , tata steel ltd , rossari biotech ltd ordinary shares , cadila healthcare ltd , vinati organics ltd , biocon ltd , aster dm healthcare ltd ordinary shares , metropolis healthcare ltd , icici lombard general insurance co ltd , hdfc life insurance company limited , natco pharma ltd , astrazeneca pharma india ltd

    IDBI Healthcare Fund (G) Sip

    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.

    IDBI Healthcare Fund (G) Investment volatility and Horizon

    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

    IDBI Healthcare Fund (G) Review

    IDBI Healthcare Fund (G) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, IDBI Healthcare Fund (G) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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