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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.92 | 46.14 | 2.52 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.47 | 52.72 | 2.61 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE Health Care - TRI |
Sectoral Funds - Pharma & Health Care are equity schemes that majorly invest in healthcare sector companies. It will give exposure to entire healthcare sector which comprised a wide range of companies involved in medical services, medical equipments, drugs and medical insurance.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Pharma & Healthcare Fund(IDCW) | 30.13% | 12.10% | 16.97% |
Nippon India Pharma Fund(IDCW) | 30.19% | 17.08% | 11.97% |
ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund-(IDCW-Payout) | 39.94% | 15.83% | 16.82% |
SBI Healthcare Opp Fund(IDCW-Payout) | 48.88% | 26.23% | 17.49% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
14.31 %
Holdings
9.01 %
Holdings
8.35 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
93
Total AUM
₹ 3,71,352.48 Cr.
Dhaval Shah
AUM: ₹16,600.11 Cr.
|
Exp: —
Data not available
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%