Mirae Asset Healthcare Fund -Regular Growth
Expense Ratio: 1.93
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Healthcare TRI
Inception: 11-06-2018
Exit Load: Nil
Fund Size:₹2,791.33 Cr
Performance
1Y
Fund13.49%
Cat. Avg.N/A
2Y
Fund13.91%
Cat. Avg.N/A
3Y
Fund23.48%
Cat. Avg.N/A
5Y
Fund14.31%
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund20.45%
Cat. Avg.N/A
Fund Facts
Beta
0.97
Std Dev
16.45%
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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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. | 335.85 | 12.20% |
| 2 | Divi's Laboratories Ltd. | 218.36 | 7.93% |
| 3 | Glenmark Pharmaceuticals Ltd. | 191.19 | 6.94% |
| 4 | JB Chemicals & Pharmaceuticals Ltd. | 189.57 | 6.88% |
| 5 | Apollo Hospitals Enterprise Ltd. | 169.37 | 6.15% |
| 6 | Lupin Ltd. | 139.45 | 5.06% |
| 7 | Aurobindo Pharma Ltd. | 119.00 | 4.32% |
| 8 | Dr. Reddy's Laboratories Ltd. | 118.77 | 4.31% |
| 9 | Fortis Healthcare Ltd. | 102.80 | 3.73% |
| 10 | Laurus Labs Ltd. | 98.05 | 3.56% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 68553 | +14.3% | +31.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.41 L. | +17.3% | +17.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.34 L. | +30.1% | +18.6% |
| 5Y | 09 Aug, 21 | 3 L. | 4.81 L. | +60.2% | +19.4% |
| SI | 09 Jul, 18 | 4.85 L. | 11.43 L. | +135.7% | +20.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.13 L. | +13.5% | +13.5% |
| 2Y | 15 Jul, 24 | 1 L. | 1.30 L. | +29.8% | +13.9% |
| 3Y | 17 Jul, 23 | 1 L. | 1.87 L. | +87.1% | +23.3% |
| 5Y | 15 Jul, 21 | 1 L. | 1.95 L. | +95.2% | +14.3% |
| SI | 03 Jul, 18 | 1 L. | 4.46 L. | +346.1% | +20.5% |
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.