Formerly Nippon India Pharma DP
₹ 97.5137
NAV (Oct 03)
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).
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 97.5137
NAV (Oct 3)
Last 1Y | 25.9% |
Last 3Y | 20.9% |
Last 5Y | 19.7% |
Last 10Y | 18.2% |
Since Inception | 20.9% |
6 Month CAGR | 30.7% |
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.
Expense Ratio | 1.89 |
Launched (19y ago) | Jun 05, 2004 |
AUM in Crores | 5544.916 |
ISIN | INF204K01935 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.2 |
Standard Deviation (5yr) | 18.3 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.91 |
Sharpe Ratio (3yr) | 1.011 |
Sharpe Ratio (5yr) | 0.798 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Nippon India Pharma Fund (PIDCW) | 12,06,850 | 4,74,238 | 19.7% | |
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.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
Nippon Life India Asset Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4.8% | 6.8% | ||
4.8% | 6.6% | ||
4.8% | 5.6% | ||
4.8% | 6.6% | ||
4.8% | 5.6% |
Nippon India Pharma Fund (PIDCW) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 20.9% over a period of 19 years. The fund was previously known as Nippon India Pharma DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Kinjal Desai, Sailesh Raj Bhan.
Nav of Nippon India Pharma Fund (PIDCW) as of 10/3/2023 is ₹97.51 with the total AUM as of 10/4/2023 is ₹5544.916. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Pharma Fund (PIDCW) was launched on Jun 05, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Pharma Fund (PIDCW) 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.
Nippon India Pharma Fund (PIDCW) 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.
Nippon India Pharma Fund (PIDCW) is rated as a 2 fund in Equity and delivered 25.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Pharma Fund (PIDCW).
What is Nippon India Pharma Fund (PIDCW)?
How to invest in Nippon India Pharma Fund (PIDCW)?
You can invest in Nippon India Pharma Fund (PIDCW) 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 Nippon India Pharma Fund (PIDCW)?
The minimum sip amount for Nippon India Pharma Fund (PIDCW) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Pharma Fund (PIDCW) good to invest in?
As per Scripbox experts, Nippon India Pharma Fund (PIDCW) is a Neutral fund. You can investNippon India Pharma Fund (PIDCW) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Pharma Fund (PIDCW)?
The expense ratio of the Nippon India Pharma Fund (PIDCW) is 1.89% for regular plan.