Tata India Pharma & Healthcare Fund (G)

3
sectoral-pharma NAV 8.7102 0.003 20 August, 2019
  • -3.2%
  • -21Y 4M

Aiming at generating capital by investing in the pharma and healthcare companies, Tata India Pharma & Healthcare Fund is a sector-oriented fund. The fund is highly risky and invests its approximately 80% corpus in equity and 20% in debt instruments. Tata pharma Fund G is a sector fund and is ideal for the investors with vast knowledge of the industry.

Fund Details

Category sectoral-pharma
Fund Type Open Ended
Investment Plan Growth
Launch Date 28 December, 2015
Benchmark NIFTY Pharma
Asset Size(Cr) 165.61 (As on June 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.25 % For 90 Days
Expense Ratio 2.56% (As on June 30, 2019)
Fund Manager Danesh Mistry

Investment Returns (As on 20 Aug, 2019)

  • 3 Month 0.01%
  • 6 Month 3.43%
  • 1 Year -6.27%
  • 3 Year -3.2%
  • 5 Year -
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata India Pharma & Healthcare Fund (G) -6.27% -3.2% %
Reliance Pharma Fund (G) -10.92% -0.7% 5%
SBI Healthcare Opportunities Fund (G) -13.28% -8.59% 1.05%

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Why Should I Put My Money in TATA Pharma Fund?

TATA India Pharma Fund is the latest release made by TATA Mutual Fund. Through this scheme, the fund house aims to capture the growth of the pharma sector which is currently booming in India. The scheme has been specifically designed for the kind of people who are interested in sector-oriented investments, and for the general class of investors looking for an option to infuse diversification in their investment plan.

At MySIPonline, we endorse a high value proposition for investors, by guiding them towards a smooth financial planning and helping them achieve the best results of their money. We have a dedicated workforce committed to provide transparent and unbiased assistance in planning an investment, no matter what kind of investor it is dealing with. Till date, we have satiated the needs of more than 55,000 customers, by providing them with A-grade services at absolutely no cost.

TATA India Pharma & Healthcare Fund – The Inside Story

India has a very big market for consumer goods, especially medicines. About Rs 5000 crore worth of medicines are purchased on a daily basis in India, which gives a clear outline of the scope of the pharma sector in the country. Hence, TATA Pharma Fund – Regular Plan was introduced in India with an aim to tap the best opportunities in the pharma industry. The fund primarily targets those organisations that bear a large stake in the pharma sector, for instance, giant medicinal companies that are either engaged in production or research of medicines.

The choice of companies made by TATA Pharma Fund is applaudable, since their financial records are solid and they hold a promising future for themselves. Further, the experts have given their (positive) comments in support of investing in this pharma mutual fund, which makes it an even more trustful bet to invest in TATA India Pharma & Healthcare Fund.

TATA  Pharma Fund India – The Business Model

The business model of TATA India Pharma Fund is very simple but thoughtful. The investment has been centred towards buying the midcap stocks, with a modest exposure to large cap stocks. For ensuring that the portfolio nests high energy and controlled risk exposure, the fund managers have focused on successful companies of the pharma industries, such as Sun Pharmaceuticals, Abbott India, Cipla, and Lupin. Further, the total number of stocks, for the time being, are kept at 17 which may be increased or decreased as per the market conditions and what the fund managers may find best for the health of the fund. The division of the assets, which currently stand at Rs. 145 crore (as of 30th June, 2018) has been done judiciously, as per the market position and rankings of the pharma companies. The following is the division matrix followed by the fund: -

  • About 92.53% returns are engaged in the top 3 companies of the pharma sector. This includes a stake in Sun Pharmaceuticals, Piramal Enterprises, and Ipca Laboratories.
  • The focus is placed on midcap stocks, which currently oscillates within the range of 45-50%. In addition to it, the company has also laid emphasis on giant & large as well as small companies to plug in the portfolio to high power.

TATA India Pharma Fund – Regular Plan Growth – The Risk Analysis

The entry and survival in the competitive environment of mutual fund investments has become reasonably challenging. Today, the market stands stiff with success being reserved for only the tough contestants. Predicting the market to accuracy is certainly implausible, and only estimations could be made for the likely outcome that may not turn the way expected. Hence, amidst such a foggy situation, it is quite absurd to expect a new fund like TATA Pharma Fund India to perform and yield high returns. For the fund to grow and make an achievable stand in the market, the estimated time period to be allowed shall be somewhere between 5-7 years.

An opinion can be formed from this information that at present, investing in TATA India Pharma & Healthcare Fund Growth is a bit risky since the fund is still in its germination stage. Thus, it is advised that if you are planning to leverage on the booming pharma sector through Pharma funds keeping this fund at the centre of your investment plan, then you should have a bigger appetite for risk. If you are risk-averse, then also you may proceed with an investment in this fund via an SIP Plan through the secured portal of MySIPonline. This way, you’ll melt down the risk to an acceptably low level, and will be able to grow in tandem with the growing pharma companies.

TATA Pharma Fund – The Investment Essentials

Before progressing with an investment in a mutual fund, you should first unearth and learn some of its important facts. A beforehand knowledge of these specs will help you devise an infallible plan for yourself that will be attuned best to your needs.

  • The Net Assets Value
    The NAV or the Net Asset Value of a fund, though not a direct measure of the fund’s success, plays a vital role in creating the plan around your budget. The NAV is nothing but the per unit price that you have to buy for buying n number of units in a fund. At present, the NAV of Tata Pharma Fund stands at Rs. 8.45 after slipping by 64 basis points on 19th July, 2018. Since the fund is running cheap and the pharma industry is at a boom, now may be the best time to invest in this fund. Do run a background check on yourself before making a final decision. You may take the help of MySIPonline’s assistance team which is just a call away, and clarify all the doubts you may have regarding your investment aesthetics.
  • The Investment Approach
    For a smooth execution of your investment plan, we recommend to take the route of an SIP investment with our free online services at MySIPonline. Since the fund has kept the minimum investment cap at a modest value of Rs. 500 through an SIP, you can easily plan an investment in this fund and can avoid the hiccups that may ruin your plan. Also, you’ll be provided with an online SIP Calculator to check the future value of your investments at different maturity dates, plus a Tax Calculator to determine how much tax you ought to pay on your annual earnings. On top of that you’d also have your own personal dashboard, through which you’d be able to scan the movement of your investments on a daily basis. This feature will help you take important decisions regarding your investment in  TATA India Pharma & Healthcare Fund (Growth), as you’d be clearly able to judge if at all you should continue staying put in it or take discharge from it.

So, if you are highly motivated to earn some good money from your investments, then you ought to invest in TATA Pharma Fund. Choose MySIPonline for experiencing the fastest and smoothest investment you could possibly make in your lifetime.

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Meet Our Clients
From last three years, pharma was down but I gave my calls in Tata India Pharma & HealthCare Fund last year, and the fund has done well. The returns of the fund were also positive at the same time, and it has outperformed the benchmark. I am still investing my money in the fund through monthly installment method and also suggest the investors with high-risk to invest in the fund. Thanks MySIPonline to help me be a part of this segment growth.
Bhanu Goyal
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