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 Type||Open Ended|
|Asset Size(Cr)||179.56 (As on Mar 31, 2019)|
|Fund Manager||Danesh Mistry|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||0.25 % For 90 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|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%|
|SBI Healthcare Opportunities Fund (G)||0.83%||-4.44%||8.59%|
|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|
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.
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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.
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: -
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.
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.
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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