Tata India Pharma & Healthcare Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 60.08 | 21.2 | 24.34 | N/A |
Average Rolling Returns(%) | 16.12 | 16.70 | 16.40 | N/A |
The Current NAV of Tata India Pharma & Healthcare Fund - Growth - Direct Plan is ₹28.61.
You can consider SIP in Tata India Pharma & Healthcare Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY PHARMA returns, as Funds portfolio is significantly different.
Tata India Pharma & Healthcare Fund - Growth - Direct Plan fund’s expense ratio is 0.83%
The process for redemption is
The AUM of Tata India Pharma & Healthcare Fund - Growth - Direct Plan is currently ₹879 Crores.
The Top three stocks are Sun Pharma Inds., Lupin and Aurobindo Pharma and account for 33% of its portfolio. Top 5 and 10 stocks of fund account for 45% and 67% of fund’s portfolio respectively.
Top three sectors of Tata India Pharma & Healthcare Fund - Growth - Direct Plan fund are Healthcare, Miscellaneous and Chemicals 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 Tata India Pharma & Healthcare Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Pharma & Health Care.
Meeta Shetty manages the Tata India Pharma & Healthcare Fund - Growth - Direct Plan Fund.
Tata India Pharma & Healthcare Fund - Growth - Direct Plan current PE ratio is 47.66 and PB ratio is 5.87
The asset allocation of Tata India Pharma & Healthcare Fund - Growth - Direct Plan is Stocks : 95.88%, Debt : 4.15% and Gold : 0%
The minimum SIP amount for Tata India Pharma & Healthcare Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata India Pharma & Healthcare Fund - Growth - Direct Plan is 0.25% on or before 30 days