Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 61.67 | 17.95 | N/A | N/A |
Average Rolling Returns(%) | 23.38 | 16.32 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth is ₹25.65.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth fund’s expense ratio is 2.37%
The process for redemption is
The AUM of Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth is currently ₹700 Crores.
The Top three stocks are Sun Pharma Inds., Cipla and Torrent Pharma and account for 31% of its portfolio. Top 5 and 10 stocks of fund account for 42% and 62% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth fund are Healthcare, Others and BFSI accounting for 99% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Pharma & Health Care it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Pharma & Health Care.
Dhaval Shah manages the Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth Fund.
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth current PE ratio is 50.65 and PB ratio is 7.34
The asset allocation of Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth is Stocks : 93.05%, Debt : 6.97% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days