• Mutual Funds
  • TATA Mutual Fund
  • Tata India Pharma & Healthcare Fund of (PIDCW-A)

Formerly Tata India Pharma & Healthcare Reg DP

TATA Mutual Fund

Tata India Pharma & Healthcare Fund of (PIDCW-A)

EquitySectoral / Thematic - Pharma And Healthcare

24.7805

NAV (Mar 27)

22.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - pharma and healthcare mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
fund-logo
Parag Parikh Flexi Cap Regular Growth
17.1%5Y CAGR
fund-logo
HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
fund-logo
PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
fund-logo
Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

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

24.7805

NAV (Mar 27)

Fund Returns

Last 1Y
57.8%
Last 3Y
20%
Last 5Y
22.9%
Last 10Y
NA
Since Inception
11.6%
6 Month CAGR
24%

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.

Expense Ratio
2.26
Launched (9y ago)
Dec 28, 2015
AUM in Crores
872.210
ISIN
INF277K017A7
Lock-in
No Lock-in
Benchmark
Nifty Pharma TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.8
Standard Deviation (5yr)
17.1
Beta (3yr)
0.89
Beta (5yr)
0.75
Sharpe Ratio (3yr)
0.99
Sharpe Ratio (5yr)
1.047
YTM
0
Fund Managers

Meeta Shetty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata India Pharma & Healthcare Fund of (PIDCW-A)70%13,17,475 5,84,86322.9%
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 2024-03-27

Top Stock Holdings

sun pharmaceuticals industries ltd

14.3%
14.3%

lupin ltd

10.1%
10.1%

aurobindo pharma ltd

8.4%
8.4%

cipla ltd

7%
7%

dr reddy's laboratories ltd

5.3%
5.3%
See all holdings

Allocation by Sector

healthcare

94.1%
94.1%

basic materials

1.8%
1.8%
See all sectors

Comparison with Equity Funds

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

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 152,043 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.7%

12.8%

19.8%

17.6%

17.4%

16.3%

32.2%

15.6%

19.8%

17.6%

Tata India Pharma & Healthcare Fund of (PIDCW-A) Review

Tata India Pharma & Healthcare Fund of (PIDCW-A) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 11.6% over a period of 8 years. The fund was previously known as Tata India Pharma & Healthcare Reg DP. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Meeta Shetty.

Nav of Tata India Pharma & Healthcare Fund of (PIDCW-A) as of 3/27/2024 is ₹24.78 with the total AUM as of 3/28/2024 is ₹872.21. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Pharma & Healthcare Fund of (PIDCW-A) was launched on Dec 28, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Tata India Pharma & Healthcare Fund of (PIDCW-A) 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.

Tata India Pharma & Healthcare Fund of (PIDCW-A) 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 Nifty Pharma TR INR.

Tata India Pharma & Healthcare Fund of (PIDCW-A) is rated as a 1 fund in Equity and delivered 57.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata India Pharma & Healthcare Fund of (PIDCW-A).

Frequently Asked Questions

What is Tata India Pharma & Healthcare Fund of (PIDCW-A)?

Tata India Pharma & Healthcare Fund of (PIDCW-A) 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 Tata India Pharma & Healthcare Fund of (PIDCW-A)?

You can invest in Tata India Pharma & Healthcare Fund of (PIDCW-A) 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 Tata India Pharma & Healthcare Fund of (PIDCW-A)?

The minimum sip amount for Tata India Pharma & Healthcare Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Tata India Pharma & Healthcare Fund of (PIDCW-A) good to invest in?

As per Scripbox experts, Tata India Pharma & Healthcare Fund of (PIDCW-A) is a Not Recommended fund. You can investTata India Pharma & Healthcare Fund of (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata India Pharma & Healthcare Fund of (PIDCW-A)?

The expense ratio of the Tata India Pharma & Healthcare Fund of (PIDCW-A) is 2.26% for regular plan.