Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Aditya Birla Sun Life Pharma and Healthcare Fund - Portfolio Analysis

  • ₹28.61 (0.18%)

    Current NAV 16-07-2024

  • 46.93%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹1000

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Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.74%
  • Others 2.25%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 41.66
Mid Cap 36.37
Small Cap 18.68
Others 1.03

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Healthcare

Insurance

Services

Chemicals

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
16-Jul-2024
Holdings PE Ratio
16-Jul-2024
1Y Return
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (43.33) 14.66% 39.58 47.31%
Cipla Ltd. Large Cap Healthcare (43.33) 8.9% 29.61 46.46%
Torrent Pharmaceuticals Ltd. Large Cap Healthcare (43.33) 7.68% 60.82 53.01%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (80.96) 6.32% 103.28 24.94%
Aurobindo Pharma Ltd. Mid Cap Healthcare (43.33) 5.92% 25.33 85.64%
Fortis Healthcare Ltd. Mid Cap Healthcare (80.96) 5.06% 61.63 49.6%
Zydus Lifesciences Ltd. Mid Cap Healthcare (43.33) 4.54% 30.38 99.38%
Ajanta Pharma Ltd. Mid Cap Healthcare (43.33) 4.45% 34.3 53.87%
Gland Pharma Ltd. Mid Cap Healthcare (43.33) 4.21% 43.45 79.17%
Lupin Ltd. Mid Cap Healthcare (132.95) 3.8% 167.31 197.56%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 3.5% 57.92 -8.63%
Alembic Pharmaceuticals Ltd. Small Cap Healthcare (43.33) 3.25% 34.6 64.9%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 3.19% 48.39 61.86%
Abbott India Ltd. Mid Cap Healthcare (43.33) 3.03% 0 22.77%
Sanofi India Ltd. Small Cap Healthcare (24.65) 2.9% 8.73 145.06%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (43.33) 2.7% 19.87 30.5%
Vijaya Diagnostic Centre Ltd. Small Cap Healthcare (80.96) 2.63% 67.12 68.5%
Strides Pharma Science Ltd. Small Cap Healthcare (43.33) 2.56% -122.79 116.4%
Jupiter Life Line Hospitals Ltd. Small Cap Healthcare 2.26% 0%
Star Health and Allied Insurance Company Ltd. Mid Cap Insurance (50.29) 1.86% 0 -7.22%
Mankind Pharma Ltd. Large Cap Healthcare (43.33) 1.4% 44.18 16.45%
Medi Assist Healthcare Services Ltd. Services (199.69) 1.03% 56.38 0%
Vinati Organics Ltd. Small Cap Chemicals (61.16) 0.99% 57.11 6.28%
Medplus Health Services Ltd. Small Cap Healthcare (43.33) 0.61% 122.35 -22.97%
Granules India Ltd. Small Cap Healthcare (43.33) 0.29% 31.07 68.31%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 2.25

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.07% 0%
Others Others 0.18% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Aditya Birla Sun Life Pharma and Healthcare Fund?

The top holdings of this fund are Sun Pharmaceutical Industries Ltd., Cipla Ltd., Torrent Pharmaceuticals Ltd., Apollo Hospitals Enterprise Ltd., Aurobindo Pharma Ltd.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Aditya Birla Sun Life Pharma and Healthcare Fund?

The major sectors of this fund are Healthcare, Insurance, Services, Chemicals.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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