DSP Healthcare Fund - Direct Plan has delivered 149.66% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #8 in its category based on 5-year returns.
The largest portfolio holding is SUN PHARMACEUTICAL INDUSTRIES LTD with a portfolio weight of 8.42% .
The fund currently owns more than 32 stocks.
The top 10 holdings account for 63.89% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 27.33% | -0.11% |
| 2 Year Return | 80.72% | 12.90% |
| 3 Year Return | 127.78% | 41.33% |
| 4 Year Return | 198.62% | 59.19% |
| 5 Year Return | 389.39% | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.52% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
8.42%
|
|
| 2 | Pharmaceuticals |
8.17%
|
|
| 3 | Health Care |
8.13%
|
|
| 4 | Pharmaceuticals |
7.10%
|
|
| 5 | Pharmaceuticals |
6.35%
|
|
| 6 |
5.93%
|
||
| 7 | Health Care |
5.81%
|
|
| 8 |
5.57%
|
||
| 9 | Health Care |
4.66%
|
|
| 10 | Pharmaceuticals |
3.75%
|
|
| 11 | Hospitals & Medical Services |
3.47%
|
|
| 12 | Health Care |
3.17%
|
AMC: DSP
Category: Equity • Sectoral/Thematic
Launch Date: 12 Nov 2018
Fund Manager: Mr. Chirag Dagli
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
DSP Healthcare Fund - Direct Plan is managed by DSP 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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