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- Tata Mutual Fund
- Tata India Pharma & Healthcare Fund (G)
Tata India Pharma & Healthcare Fund (G)
₹ 31.5488
NAV (Sep 13)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 31.5488
NAV (Sep 13)
Fund Returns
Last 1Y | 54.7% |
Last 3Y | 20.1% |
Last 5Y | 28.6% |
Last 10Y | NA |
Since Inception | 14.1% |
6 Month CAGR | 30.1% |
Scheme Information
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.
Expense Ratio | 2.18 |
Launched (0y ago) | 2.18 |
AUM in Crores | 1183.2 |
ISIN | INF277K016A9 |
Lock-in | |
Benchmark | NIFTY Pharma Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 15.2 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata India Pharma & Healthcare Fund (G) | 15,47,135 | 8,14,523 | 28.6% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Sun Pharmaceutical Industries Ltd.
13.1%Aurobindo Pharma Ltd.
10.1%Lupin Ltd.
9.2%Dr. Reddy's Laboratories Ltd.
6.9%Cipla Ltd.
6.1%Allocation by Sector
Healthcare
93.15%Services
2.38%Chemicals
1.46%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.962% | 18.994% | ||
15.882% | 16.873% | ||
31.458% | 16.358% | ||
6.208% | 6.714% | ||
12.215% | 13.479% |
Tata India Pharma & Healthcare Fund (G) Review
Tata India Pharma & Healthcare Fund (G) is a Equity Equity fund and has delivered an annualised return of 14.087% over a period of 8 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is [object Object].
Nav of Tata India Pharma & Healthcare Fund (G) as of 9/13/2024 is ₹31.55 with the total AUM as of 9/14/2024 is ₹1183.176829. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata India Pharma & Healthcare Fund (G) was launched on 2015-12-28. The category risk of the fund is Average.
The minimum SIP amount for Tata India Pharma & Healthcare Fund (G) 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 (G) 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 Total Return Index.
Tata India Pharma & Healthcare Fund (G) is rated as a 1 fund in Equity and delivered 54.714% 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 (G).
Frequently Asked Questions
What is Tata India Pharma & Healthcare Fund (G)?
How to invest in Tata India Pharma & Healthcare Fund (G)?
You can invest in Tata India Pharma & Healthcare Fund (G) 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 (G)?
The minimum sip amount for Tata India Pharma & Healthcare Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata India Pharma & Healthcare Fund (G) good to invest in?
As per Scripbox experts, Tata India Pharma & Healthcare Fund (G) is a 1 fund. You can investTata India Pharma & Healthcare Fund (G) 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 (G)?
The expense ratio of the Tata India Pharma & Healthcare Fund (G) is 2.18% for regular plan.