Pros | ![]() 5Y returns in the top 25% of the category. ![]() Among most bought funds within the category. ![]() Beats FD returns for both 3Y & 5Y duration. | |||
Cons | - |
INDMoney rank | 4/8 | |||
Category,Subcateogry | Equity,Sector - Healthcare | |||
Fund Age | 6 Years | |||
Fund Size | 3019 Cr | |||
Min Investment | SIP ₹100 Lumpsum ₹100 | |||
Expense Ratio | 0.63% | |||
Exit Load | 0.5% | |||
Benchmark Index | BSE Healthcare TR INR |
No of Holdings | 33 | |||
Top 5 Holdings | Sun Pharmaceuticals Industries Ltd (10.78%) Suven Pharmaceuticals Ltd (9.49%) Cipla Ltd (8.55%) Ipca Laboratories Ltd (7.98%) Globus Medical Inc Class A (5.58%) | |||
No of Sectors | 2 | |||
Top 3 Sectors | Health (98.55%) Financial Services (1.45%) | |||
Equity % | 99.18% | |||
Debt % | - | |||
P/E | 38.2 | |||
P/B | 4.87 | |||
Credit Quality | - | |||
Modified Duration | - | |||
YTM | - |
1-Month Return | -1.64% | |||
3-Month Return | -7.59% | |||
6-Month Return | -8.15% | |||
1-Year Return | 18.7% | |||
3-Year Return | 20.1% | |||
5-Year Return | 26.35% |
Sharpe | 0.9 | |||
Alpha | 2.42 | |||
Beta | 0.87 | |||
Standard Deviation | 15.95 | |||
Information Ratio | 0.16 |
Description | DSP Healthcare Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | |||
Managers | Chirag Dagli |