HDFC Pharma and Healthcare Fund - Growth Option
Expense Ratio: 2.1
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Healthcare TRI
Inception: 14-09-2023
Exit Load: Nil
Fund Size:₹2,000.50 Cr
Performance
1Y
Fund17.93%
Cat. Avg.N/A
2Y
Fund22.70%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund30.24%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sun Pharmaceutical Industries Ltd. | 260.01 | 9.96% |
| 2 | Divis Laboratories Ltd. | 186.90 | 7.16% |
| 3 | Max Healthcare Institute Limited | 145.53 | 5.57% |
| 4 | Lupin Ltd. | 137.47 | 5.26% |
| 5 | Cipla Ltd. | 135.55 | 5.19% |
| 6 | Aster DM Healthcare Limited | 131.87 | 5.05% |
| 7 | Acutaas Chemicals Limited | 119.54 | 4.58% |
| 8 | Alkem Laboratories Ltd. | 104.43 | 4.00% |
| 9 | Anthem Biosciences Limited | 99.53 | 3.81% |
| 10 | Ipca Laboratories Ltd. | 92.15 | 3.53% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 70267 | +17.1% | +37.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.48 L. | +23.5% | +23.1% |
| SI | 09 Oct, 23 | 1.70 L. | 2.37 L. | +39.3% | +25.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.18 L. | +17.9% | +17.9% |
| 2Y | 18 Jul, 24 | 1 L. | 1.51 L. | +50.7% | +22.8% |
| SI | 04 Oct, 23 | 1 L. | 2.09 L. | +108.8% | +30.3% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.