Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | |||
Cons | ![]() 5Y returns in the bottom 25% of the category. ![]() 3Y returns in the bottom 25% of the category. |
INDMoney rank | 8/8 | |||
Category,Subcateogry | Equity,Sector - Healthcare | |||
Fund Age | 5 Years | |||
Fund Size | 815 Cr | |||
Min Investment | SIP ₹100 Lumpsum ₹1000 | |||
Expense Ratio | 1.06% | |||
Exit Load | 1% | |||
Benchmark Index | BSE Healthcare TR INR |
No of Holdings | 30 | |||
Top 5 Holdings | Sun Pharmaceuticals Industries Ltd (14.61%) Cipla Ltd (8.44%) Torrent Pharmaceuticals Ltd (7.05%) Apollo Hospitals Enterprise Ltd (6.9%) Abbott India Ltd (6.14%) | |||
No of Sectors | 2 | |||
Top 3 Sectors | Health (99.24%) Basic Materials (0.76%) | |||
Equity % | 98.79% | |||
Debt % | - | |||
P/E | 35.29 | |||
P/B | 5.9 | |||
Credit Quality | - | |||
Modified Duration | - | |||
YTM | - |
1-Month Return | 1.72% | |||
3-Month Return | -0.42% | |||
6-Month Return | -2.22% | |||
1-Year Return | 18.49% | |||
3-Year Return | 20.05% | |||
5-Year Return | 21.94% |
Sharpe | 0.74 | |||
Alpha | -0.56 | |||
Beta | 0.96 | |||
Standard Deviation | 16.88 | |||
Information Ratio | -0.34 |
Description | Aditya Birla Sun Life Pharma & Healthcare Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | |||
Managers | Dhaval Shah |