Tata India Pharma & Healthcare Fund
150
Min SIP
5,000
Min Lumpsum
1 %
Expense Ratio
Rating
512
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.6% | 17.1% | 17.3% | 9% | ||||
| Category Average | 1.2% | 10.7% | 9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Sun Pharma.Inds.
Cipla
Dr Reddy's Labs
Lupin
Alkem Lab
Others
Advance Ratio
0.56
Alpha
4.29
SD
0.88
Beta
0.31
Sharpe
Exit Load
| Exit Load | 0.25% of NAV if redeemed/switched out before 30 Days from the date of allotment. |
|---|
Fund Objective
To seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sector in India.
Fund Managers
Meeta Shetty
From the CFA Institute USA, Ms Shetty holds a CFA charter. She also has a bachelor’s degree in economics. Both the Tata Large and Mid Cap Fund and the Tata Digital India Fund are managed by her. She currently works for Tata Mutual Fund as an assistant fund manager.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
4.7%Fund Size - 293
-
5.6%Fund Size - 293
-
2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.8%Fund Size - 2,373
-
46.2%Fund Size - 2,373
-
16.4%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
5.9%Fund Size - 9,940
-
40.8%Fund Size - 9,940
-
21.3%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
27.1%Fund Size - 1,241
-
39.1%Fund Size - 1,241
-
15.1%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 6,312
-
22.4%Fund Size - 6,312
-
35.5%Fund Size - 6,312
-
10.4%Fund Size - 6,312
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata India Pharma & Healthcare Fund ?
You can invest in Tata India Pharma & Healthcare Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata India Pharma & Healthcare Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata India Pharma & Healthcare Fund ?
The NAV of Tata India Pharma & Healthcare Fund is ₹18.9 as of 26 May 2023.
How to redeem Tata India Pharma & Healthcare Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata India Pharma & Healthcare Fund?
The minimum SIP amount of Tata India Pharma & Healthcare Fund is ₹150
What are the top sectors Tata India Pharma & Healthcare Fund has invested in??
The top sectors Tata India Pharma & Healthcare Fund has invested in are
- Sun Pharma.Inds. - 14.93%
- Cipla - 10.72%
- Dr Reddy's Labs - 7.81%
- Lupin - 7.18%
- Alkem Lab - 7.06%
How much returns have Tata India Pharma & Healthcare Fund generated ?
The Tata India Pharma & Healthcare Fund has delivered 9% since inception
What is the expense ratio of Tata India Pharma & Healthcare Fund ?
The expense ratio of Tata India Pharma & Healthcare Fund is 1 % as of 26 May 2023.
What is the AUM of Tata India Pharma & Healthcare Fund?
The AUM of Tata India Pharma & Healthcare Fund is ₹88,392 Cr as of 26 May 2023
What are the top stock holdings of Tata India Pharma & Healthcare Fund?
The top stock holdings of Tata India Pharma & Healthcare Fund are
- Sun Pharma.Inds. - 14.93%
- Cipla - 10.72%
- Dr Reddy's Labs - 7.81%
- Lupin - 7.18%
- Alkem Lab - 7.06%