Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.07
• Std Deviation 15.75%
• Tracking Error 0.00%

The scheme provides long term capital appreciation by investing in equity/equity related instruments of the companies in the Pharmaceuticals, Healthcare and Allied sectors in India. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

The Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth has an AUM of 812.03 crores & has delivered CAGR of 14.37% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.30%. The minimum investment in Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Sun Pharmaceutical Industries, Apollo Hospitals Enterprise, Torrent Pharmaceuticals & JB Chemicals & Pharmaceuticals Ltd.

The major sectors where the fund is invested are Biotechnology & Drugs, Healthcare Facilities, Major Drugs & Investment Services.

Some of the similar funds are UTI Healthcare Fund Regular Plan Growth, Tata India Pharma & Healthcare Fund Regular Growth, Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth, WhiteOak Capital Pharma and Healthcare Fund Regular Growth, Kotak Healthcare Fund Regular Growth. Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth has a sharpe ratio of 1.07 & a standard deviation of 15.75%.