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  • TATA Mutual Fund
  • Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly Tata India Pharma & Healthcare Reg DR

TATA Mutual Fund

Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)

EquitySectoral / Thematic - Pharma And Healthcare

16.698

NAV (Jan 24)

14%
5 Year 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.

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 ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

584 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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Historical NAV

16.698

NAV (Jan 24)

Fund Returns

Last 1Y

11.7%

Last 3Y

23.7%

Last 5Y

14%

Last 10Y

NA

Since Inception

8.8%

6 Month CAGR

-6.3%

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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.

Expense Ratio

2.55

Launched (7y ago)

Dec 28, 2015

AUM in Crores

583.239

ISIN

INF277K018A5

Lock-in

No Lock-in

Benchmark

IISL Nifty Pharma TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Meeta Shetty

Fund Manager

user-avatar

Rahul Singh

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 87,346 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.

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  • tel-amc-about
    022-66578282
  • mail-amc-about
    service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7.1%

    3.7%

    5.3%

    4.8%

    5.5%

    19.3%

    12.8%

    36.1%

    23.9%

    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
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    Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) Review

    Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 8.8% 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.

    Nav of Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) as of 24/01/2022 is ₹16.70 with the total AUM as of 25/01/2022 is ₹583.239. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-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 IISL Nifty Pharma TR INR.

    Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) is rated as a 3 fund in Equity and delivered 11.7% 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 Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A).

    Frequently Asked Questions

    What is Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?

    How to invest in Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?

    What is the minimum sip amount of Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?

    Is Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A) good to invest in?

    What is the expense ratio of the Tata India Pharma & Healthcare Fund Rnvstmnt of Inc Dist cum Cap Wdrl (RIDCW-A)?