Upwardly presents to you the top Pharma Mutual Funds for 2019 – 2020.
The pharma mutual funds focus is on a combination of large cap and mid cap companies to provide rapid growth along with industry leaders. Investment is spread across all the important segments of the industry – Domestic & International, Branded & Generics, Healthcare Services and Contract Research & Manufacturing (CRAMs). With 3-year annualized returns of 4.53% and 5-year returns of 11.31%, these are 5-6 percentage points higher than the benchmark returns. And, 3 percentage points more than the category in the 5-year returns. A SIP worth ₹5,000 in this fund started 5 years ago is worth ₹3.47 lakhs now. Mr Shailesh Raj Bhan and Kinjal Desai are the fund managers.
This pharma mutual funds aim is to provide the investors with the opportunity of long term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space. Also, the fund follows a bottom-up approach to stock-picking and choose companies within the healthcare space. The fund has given 14.89% return since its launch. Over five years, the fund has been ahead of its benchmark by 2 percentage points. Also, a SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹2.94 lakhs now. Mr Tanmaya Desai is the fund manager.
This is a sector oriented portfolio which predominantly invests in stocks of companies in the pharmaceutical and healthcare services sector. The fund is agnostic to market capitalization and takes a concentrated exposure to certain stocks or sectors. The fund gave 13% annualized return since its inception in 1999. Over three years and five years, the fund has been ahead of its benchmark by 1-2 percentage points. Also, a SIP of ₹5,000 p.m. in this fund started 5 years ago is worth ₹3.06 lakhs now. Mr V Srivatsa is the fund manager.
Tata India Pharma & Healthcare Fund is an open-ended equity scheme that predominantly invests in fundamentally strong companies from Pharma & Healthcare Sector in India. Though this pharma mutual funds 3 year returns are negative 1.37%, it has managed to beat its benchmark returns by 4 percentage points. A SIP worth ₹5,000 in this fund since its inception in 2015 is worth ₹2.02 lakhs now. Mr Rupesh Patel and Sonam Udasi are the fund managers.
This is a fairly new fund launched in July 2018. The pharma mutual funds aim is to generate long-term capital appreciation by creating a portfolio that is invested in Equity and Equity related securities of pharma, healthcare, hospitals, diagnostics, wellness and allied companies. Furthermore, the fund has managed to stay ahead of its benchmark most of the time since its launch. Priyanka Khandelwal and Ihab Dalwai are the fund managers.
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