Aditya Birla Sun Life Pharma & Healthcare Fund - Direct Plan has delivered 120.85% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #14 in its category based on 5-year returns.
The largest portfolio holding is TORRENT PHARMACEUTICALS LTD with a portfolio weight of 9.94% .
The fund currently owns more than 40 stocks.
The top 10 holdings account for 54.11% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 22.25% | -0.11% |
| 2 Year Return | 80.53% | 12.90% |
| 3 Year Return | 106.60% | 41.33% |
| 4 Year Return | 155.00% | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.80% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
9.94%
|
|
| 2 | Health Care |
9.75%
|
|
| 3 | Health Care |
7.09%
|
|
| 4 | Health Care |
4.56%
|
|
| 5 | Health Care |
4.29%
|
|
| 6 | Health Care |
4.17%
|
|
| 7 | Pharmaceuticals |
3.89%
|
|
| 8 | Pharmaceuticals |
3.58%
|
|
| 9 | Health Care |
3.51%
|
|
| 10 | Health Care |
3.35%
|
|
| 11 | Pharmaceuticals |
3.25%
|
|
| 12 | Health Care |
2.98%
|
AMC: BirlaSunLife
Category: Equity • Sectoral/Thematic
Launch Date: 20 Jun 2019
Fund Manager: Mr. Dhaval Shah
Minimum Purchase: ₹1,000
Exit Load: For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Pharma & Healthcare Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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