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).
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Scheme Information
Investment Objective
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
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.
Tata Asset Management Limited manages assets worth 57,094 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Tata India Pharma & Healthcare Fund (DR-A)
About Tata India Pharma & Healthcare Fund (DR-A)
Tata India Pharma & Healthcare Fund (DR-A) is a sectoral / thematic - pharma and healthcare equity fund and has delivered an annualised return of 7.5% over a period of 6 years .The fund was previously known as Tata India Pharma&Healthcare Reg DR.The fund is managed by Tata Asset Management Limited.The fund managers are Meeta Shetty, Rahul Singh, Sailesh Jain
Tata India Pharma & Healthcare Fund (DR-A) Investment Objective
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.
Tata India Pharma & Healthcare Fund (DR-A) NAV,AUM,Risk
The Tata India Pharma & Healthcare Fund (DR-A) fund was launched on Dec 28, 2015. The NAV (Net Asset Value) of this sectoral / thematic - pharma and healthcare equity as of 2021-03-05 is ₹ 14.5533. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 408.244. The category risk of the Tata India Pharma & Healthcare Fund (DR-A) fund is Moderate Risk.
The fund charges 2.64 % as expense ratio.
Tata India Pharma & Healthcare Fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 95.3% in this asset class. The top three holdings of the fund are dr reddy's laboratories ltd,sun pharmaceuticals industries ltd and cipla ltd
Tata India Pharma & Healthcare Fund (DR-A) 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.
Tata India Pharma & Healthcare Fund (DR-A) 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 IISL Nifty Pharma TR INR
Tata India Pharma & Healthcare Fund (DR-A) Review
Tata India Pharma & Healthcare Fund (DR-A) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Tata India Pharma & Healthcare Fund (DR-A) has a score of 3 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
