SBI Pharma Fund is a long-term sectoral equity fund aimed at accomplishing the goal of appreciating capital. The primary objective of SBI Pharma Fund Growth is to provide maximum growth opportunities to the investors through equity investments in the stocks and shares of pharma companies. In India, SBI Pharma Fund Regular Plan Growth has held a recognized position by outperforming the benchmark and category for a long time. By investing in this mutual fund online, one can easily achieve high growth in the capital with the growing pharmaceutical industry.
|Fund Type||Open Ended|
|Benchmark||S&P BSE Healthcare TRI|
|Asset Size(Cr)||1029.91 (As on Mar 31, 2019)|
|Fund Manager||Tanmaya Desai|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Last Dividend||3.00 (Sep-03-2004)|
|Exit Load||0.5 % For 15 days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Sector||Value(In Cr)||Allocation (%)|
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Reliance Pharma Fund (G)||8.97%||4.38%||11.75%|
|DSP Healthcare Fund (G)||%||%||%|
|IDBI Healthcare Fund-Regular Plan (G)||%||%||%|
|UTI Healthcare Fund (G)||2.36%||-0.85%||7.12%|
|Tata India Pharma & Healthcare Fund (G)||-3.16%||-5.05%||%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
The open-ended equity scheme, SBI Pharma Fund Growth is designed by the fund managers of SBI Mutual Funds. It has been offering growth opportunities to the investors in order to accomplish their financial goals. It is among the best-performing mutual funds in India which offers maximum benefits and thus is mostly recommended by the financial experts. We have provided a brief synopsis of this scheme to help you take a promising decision.
The primary objective of this scheme is to provide maximum growth opportunities to the investors by investing the funds in the equity shares and stocks of companies indulged in pharmaceuticals industries. SBI Pharma Fund Regular Plan Growth has made investments in the growth-oriented sector viz., Healthcare. Being an open-ended scheme, SBI magnum pharma fund provides flexibility to the investors to redeem the funds as per the requirement.
This plan concentrates on investing in the companies indulged in pharma sectors and have the potential to generate heavy returns over a period of time. The fund managers evaluate the high-growth potential and competitiveness of the companies to evolve maximum possible benefits to the investors in the long run. Furthermore, by providing the options for investing via Systematic Investment Plan (SIP), it offers great convenience and feasibility to the investors to make an easy investment with a small amount at regular interval.
SBI Pharma Mutual Fund NAV amounted to Rs 137.686 as on December 06, 2016, which has helped many investors in gaining substantial returns. It falls under the equity sector funds which are related to pharma & healthcare industry. The benchmark against which online SBI pharma fund growth performance is measured in the industry is termed as S&P BSE HEALTHCARE. It has been a right option for the investors who seek growth over a period of time and are willing to take a considerable risk for gaining substantial income for their future.
The SIP investments made in sbi magnum pharma fund plan have earned remarkable returns until now. You too can invest in them and calculate the returns using SIP calculator prior to investing. It has offered an average of 18 percent returns since its inception, and at present, it is yielding 23.7 and 25.3 percent return in the three- and five-year investment, respectively. The absolute annual returns of this scheme reached up to 56.3 percent in the year 2014 and were approximately 27 percent in the last year 2015. Hence, SBI Pharma Mutual Fund has helped many investors in creating wealth over time.
If we consider the overall performance of SBI Pharma Growth Mutual Fund, we would conclude that it has been outperforming its benchmark and category until now and has helped the investors in achieving their investment goals. Hence, it is among the must-have mutual fund scheme for a productive investment portfolio.
This strategy with the asset under management(AUM) amounted to Rs. 1,083 crore as on October 31, 2016, has made a major investment in the stocks of healthcare companies. Around 96.52 percent of the funds have been invested in the equity and related securities, while the remaining assets have been put in the debt instruments. The average market capitalization of the scheme amounts to Rs. 26,480.06 crore which shows its overall market possession.
The sector allocation graph depicts that the entire equity investments have been made in the healthcare and pharmaceuticals industry. Being the most demanding sector in the country, it ensures heavy returns on the investments. The top holdings of SBI Pharma Fund Growth online in India include Sun Pharmaceuticals Inds., Aurobindo Pharma, Divi’s Laboratories, Strides Shasun, Cipla, Lupin, and so on. Accordingly, you can assure that your funds are invested in the most promising entities of the country, and they shall offer you the best returns over time.
SBI Magnum Pharma Fund Growth is amongst the plan that we recommend at My SIP Online, as our fund analysts have made a proper analysis of the scheme and they believe that it would generate substantial income to the investors for their future. If you are looking for making an investment in this plan, you can get in touch with us as we provide the most convenient way of investing in mutual funds online.
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