DSP Healthcare Fund - Regular Plan - Growth
Expense Ratio: 1.92
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Healthcare TRI
Inception: 12-11-2018
Exit Load: Nil
Fund Size:₹3,133.83 Cr
Performance
1Y
Fund12.42%
Cat. Avg.N/A
2Y
Fund12.26%
Cat. Avg.N/A
3Y
Fund22.05%
Cat. Avg.N/A
5Y
Fund14.72%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund21.52%
Cat. Avg.N/A
Fund Facts
Beta
0.84
Std Dev
14.58%
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 | IPCA Laboratories Limited | 271.62 | 9.39% |
| 2 | Sun Pharmaceutical Industries Limited | 269.83 | 9.33% |
| 3 | Cipla Limited | 222.00 | 7.68% |
| 4 | Globus Medical Inc | 219.22 | 7.58% |
| 5 | Illumina Inc | 187.14 | 6.47% |
| 6 | Laurus Labs Limited | 181.92 | 6.29% |
| 7 | Sai Life Sciences Limited | 174.21 | 6.02% |
| 8 | Gland Pharma Limited | 156.16 | 5.40% |
| 9 | Apollo Hospitals Enterprise Limited | 144.50 | 5.00% |
| 10 | Alembic Pharmaceuticals Limited | 94.72 | 3.28% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67841 | +13.1% | +29.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.36 L. | +13.3% | +13.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.25 L. | +25.3% | +15.9% |
| 5Y | 09 Aug, 21 | 3 L. | 4.70 L. | +56.6% | +18.4% |
| SI | 07 Dec, 18 | 4.60 L. | 10.23 L. | +122.3% | +20.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.11 L. | +11.1% | N/A |
| 2Y | 15 Jul, 24 | 1 L. | 1.25 L. | +25.4% | +12.0% |
| 3Y | 13 Jul, 23 | 1 L. | 1.82 L. | +81.8% | +22.0% |
| 5Y | 13 Jul, 21 | 1 L. | 1.99 L. | +98.7% | +14.7% |
| SI | 03 Dec, 18 | 1 L. | 4.41 L. | +340.9% | +21.5% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.