Best Pharma Mutual Funds June 2025 Review Summary

  1. Sbi Healthcare Opportunities Fund

    The 5 star rating shows an excellent past performance of the Sbi Healthcare Opportunities Fund in Pharma Fund. The Sbi Healthcare Opportunities Fund has a Jensen Alpha of 11.58% which is higher than the category average of 6.05%. Here the Sbi Healthcare Opportunities Fund has shown very good performance in terms of risk adjusted returns. The Sbi Healthcare Opportunities Fund has a Sharpe Ratio of 1.64 which is higher than the category average of 1.29. Here the Sbi Healthcare Opportunities Fund has shown very good performance in terms of risk adjusted returns. Read Full Review

  2. Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund

    The Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund has shown an excellent past performence in Pharma Fund. The Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund has a Jensen Alpha of 9.36% which is higher than the category average of 6.05%. Here the Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund has shown very good performance in terms of risk adjusted returns. The Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund has a Sharpe Ratio of 1.49 which is higher than the category average of 1.29. Here the Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund has shown very good performance in terms of risk adjusted returns. Read Full Review

  3. Uti Healthcare Fund

    The 5 star rating shows an excellent past performance of the Uti Healthcare Fund in Pharma Fund. The Uti Healthcare Fund has a Jensen Alpha of 6.46% which is higher than the category average of 6.05%. Here the Uti Healthcare Fund has shown good performance in terms of risk adjusted returns. The Uti Healthcare Fund has a Sharpe Ratio of 1.29 which is lower than the category average of 1.29, showing poor performance. Read Full Review

  4. Nippon India Pharma Fund

    The 5 star rating shows an excellent past performance of the Nippon India Pharma Fund in Pharma Fund. The Nippon India Pharma Fund has a Jensen Alpha of 5.67% which is lower than the category average of 6.05%, showing poor performance. The Nippon India Pharma Fund has a Sharpe Ratio of 1.28 which is lower than the category average of 1.29, showing poor performance. Read Full Review

  5. Dsp Healthcare Fund

    The Dsp Healthcare Fund has shown an excellent past performence in Pharma Fund. The Dsp Healthcare Fund has a Jensen Alpha of 7.69% which is higher than the category average of 6.05%. Here the Dsp Healthcare Fund has shown good performance in terms of risk adjusted returns. The Dsp Healthcare Fund has a Sharpe Ratio of 1.34 which is higher than the category average of 1.29. Here the Dsp Healthcare Fund has shown good performance in terms of risk adjusted returns. Read Full Review

  6. Tata India Pharma & Healthcare Fund

    The Tata India Pharma & Healthcare Fund has shown a very good past performence in Pharma Fund. The Tata India Pharma & Healthcare Fund has a Jensen Alpha of 3.38% which is lower than the category average of 6.05%, showing poor performance. The Tata India Pharma & Healthcare Fund has a Sharpe Ratio of 1.14 which is lower than the category average of 1.29, showing poor performance. Read Full Review

  7. Mirae Asset Healthcare Fund

    The Mirae Asset Healthcare Fund has shown a very good past performence in Pharma Fund. The Mirae Asset Healthcare Fund has a Jensen Alpha of 2.11% which is lower than the category average of 6.05%, showing poor performance. The Mirae Asset Healthcare Fund has a Sharpe Ratio of 1.05 which is lower than the category average of 1.29, showing poor performance. Read Full Review

  8. Aditya Birla Sun Life Pharma & Healthcare Fund

    The 4 star rating shows a very good past performance of the Aditya Birla Sun Life Pharma & Healthcare Fund in Pharma Fund. The Aditya Birla Sun Life Pharma & Healthcare Fund has a Jensen Alpha of 2.18% which is lower than the category average of 6.05%, showing poor performance. The Aditya Birla Sun Life Pharma & Healthcare Fund has a Sharpe Ratio of 1.07 which is lower than the category average of 1.29, showing poor performance. Read Full Review

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
19.38% 28.05% 23.83% 21.69% 11.29% 20.64% 29.41% 25.16% 23.00% 12.55% 13.68% -12.33% -15.67% 11.58% 0.77 0.86 1.64
19.08% 28.76% 24.23% 22.26% % 20.06% 29.89% 25.33% 23.55% % 15.31% -15.77% -15.96% 9.36% 0.88 0.77 1.49
18.50% 26.32% 21.97% 20.01% 11.34% 19.69% 27.59% 23.24% 21.24% 12.46% 15.48% -15.36% -16.02% 6.46% 0.88 0.70 1.29
12.28% 24.20% 21.64% 20.63% 13.83% 13.30% 25.32% 22.75% 21.71% 14.85% 14.69% -14.28% -13.84% 5.67% 0.86 0.67 1.28
13.13% 25.65% 22.77% % % 14.64% 27.35% 24.48% % % 14.57% -13.27% -13.04% 7.69% 0.80 0.75 1.34
11.86% 23.81% 21.72% 20.18% % 13.54% 25.67% 23.55% 22.03% % 15.86% -16.36% -16.44% 3.38% 0.93 0.60 1.14
14.47% 23.30% 22.21% 22.01% % 16.13% 25.15% 24.08% 23.90% % 16.13% -15.31% -19.03% 2.11% 0.94 0.56 1.05
8.76% 22.37% 19.15% % % 10.21% 24.06% 20.90% % % 15.75% -15.36% -16.77% 2.18% 0.93 0.58 1.07

Return Calculated On: 18 July 2025 | Ratios Calculated On: 30 June 2025

Note: 1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized. All returns are calculated on a compounded annual growth rate (CAGR) basis.

Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst)

Rating and Rank are based on the performance of the fund over the last 3 years.

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization

Performance Indicators


As On: 18 July 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Pharma & Healthcare Fund
-0.48
1.96
4.28
4.74
2.70
8.76
22.37
19.15
Whiteoak Capital Pharma And Healthcare Fund
-0.48
1.96
5.08
8.46
5.12
24.56
Dsp Healthcare Fund
-0.65
2.08
5.60
7.59
13.13
25.65
22.77
HDFC Pharma And Healthcare Fund
-0.42
2.28
6.91
10.30
7.84
27.28
Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund
-0.52
1.63
4.65
9.61
5.47
19.08
28.76
24.23
22.26
Kotak Healthcare Fund
-0.54
2.01
5.19
6.70
1.13
12.94
LIC MF Healthcare Fund
-0.72
2.42
5.09
5.41
2.53
14.83
Mirae Asset Healthcare Fund
-0.48
2.04
5.65
8.12
5.10
14.47
23.30
22.21
22.01
quant Healthcare Fund
-0.82
0.82
1.80
8.85
1.96
0.91
Nippon India Pharma Fund
-0.64
1.39
3.29
6.17
4.65
12.28
24.20
21.64
20.63
13.83
16.36
Sbi Healthcare Opportunities Fund
-0.46
1.68
4.71
5.82
4.75
19.38
28.05
23.83
21.69
11.29
16.96
Tata India Pharma & Healthcare Fund
-0.61
1.43
4.22
5.47
1.89
11.86
23.81
21.72
20.18
Uti Healthcare Fund
-0.54
2.35
5.04
9.50
5.24
18.50
26.32
21.97
20.01
11.34
14.81
Nifty Pharma Total Return Index
-0.39
4.93
6.10
2.34
9.58
22.08
17.85
15.14
6.26
12.62

As On: 18 July 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Pharma Total Return Index
-0.39
4.93
6.10
2.34
9.58
22.08
17.85
15.14
6.26
12.62
Aditya Birla Sun Life Pharma & Healthcare Fund
-0.47
1.97
4.39
5.03
3.35
10.21
24.06
20.90
Whiteoak Capital Pharma And Healthcare Fund
-0.48
2.00
5.23
8.90
6.02
26.72
Dsp Healthcare Fund
-0.65
2.11
5.72
7.94
14.64
27.35
24.48
HDFC Pharma And Healthcare Fund
-0.42
2.30
7.01
10.61
8.46
28.81
Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund
-0.52
1.65
4.73
9.84
5.87
20.06
29.89
25.33
23.55
Kotak Healthcare Fund
-0.53
2.05
5.33
7.11
1.93
14.79
LIC MF Healthcare Fund
-0.72
2.44
5.20
5.72
3.15
16.25
Mirae Asset Healthcare Fund
-0.47
2.07
5.77
8.50
5.84
16.13
25.15
24.08
23.90
quant Healthcare Fund
-0.82
0.85
1.94
9.29
2.78
2.60
Nippon India Pharma Fund
-0.64
1.41
3.37
6.40
5.12
13.30
25.32
22.75
21.71
14.85
Sbi Healthcare Opportunities Fund
-0.46
1.70
4.80
6.08
5.28
20.64
29.41
25.16
23.00
12.55
Tata India Pharma & Healthcare Fund
-0.61
1.46
4.35
5.85
2.67
13.54
25.67
23.55
22.03
Uti Healthcare Fund
-0.54
2.37
5.13
9.77
5.77
19.69
27.59
23.24
21.24
12.46

As On: 18 July 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Pharma & Healthcare Fund
6.61
21.25
17.64
Whiteoak Capital Pharma And Healthcare Fund
18.51
Dsp Healthcare Fund
-7.30
19.92
19.11
HDFC Pharma And Healthcare Fund
22.55
Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund
16.58
29.63
23.86
24.85
Kotak Healthcare Fund
9.18
LIC MF Healthcare Fund
10.33
Mirae Asset Healthcare Fund
13.41
23.74
19.77
22.40
quant Healthcare Fund
2.96
Nippon India Pharma Fund
10.25
22.59
19.43
21.42
18.45
17.56
Sbi Healthcare Opportunities Fund
14.61
26.30
22.37
23.38
18.16
17.33
Tata India Pharma & Healthcare Fund
8.44
22.86
19.60
21.17
Uti Healthcare Fund
15.44
26.82
21.13
22.13
17.71
15.88

As On: 18 July 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Pharma & Healthcare Fund
7.98
22.96
19.28
Whiteoak Capital Pharma And Healthcare Fund
20.56
Dsp Healthcare Fund
-6.05
21.65
20.76
HDFC Pharma And Healthcare Fund
23.99
Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund
17.54
30.78
24.92
26.03
Kotak Healthcare Fund
10.94
LIC MF Healthcare Fund
11.68
Mirae Asset Healthcare Fund
15.02
25.62
21.55
24.30
quant Healthcare Fund
4.63
Nippon India Pharma Fund
11.24
23.73
20.51
22.53
19.48
Sbi Healthcare Opportunities Fund
15.80
27.68
23.66
24.70
19.36
Tata India Pharma & Healthcare Fund
10.08
24.76
21.39
23.01
Uti Healthcare Fund
16.59
28.12
22.35
23.37
18.83

Calculated On: 30 June 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Pharma & Healthcare Fund -16.77 -15.36 -5.98 15.75 10.88
Dsp Healthcare Fund -13.04 -13.27 -3.92 14.57 10.11
Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund -15.96 -15.77 -4.77 15.31 11.07
Mirae Asset Healthcare Fund -19.03 -15.31 -6.74 16.13 11.15
Nippon India Pharma Fund -13.84 -14.28 -5.80 14.69 10.35
Sbi Healthcare Opportunities Fund -15.67 -12.33 -5.18 13.68 10.04
Tata India Pharma & Healthcare Fund -16.44 -16.36 -4.57 15.86 11.27
Uti Healthcare Fund -16.02 -15.36 -4.78 15.48 10.71

Calculated On: 30 June 2025

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Pharma & Healthcare Fund
1.07
0.58
0.92
0.40
2.18
0.93
0.96
1.94
0.4000
Dsp Healthcare Fund
1.34
0.75
1.13
0.43
7.69
0.80
0.81
2.25
4.5700
Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund
1.49
0.77
1.15
0.42
9.36
0.88
0.92
2.43
6.7400
Mirae Asset Healthcare Fund
1.05
0.56
0.93
0.39
2.11
0.94
0.95
1.92
-0.6200
Nippon India Pharma Fund
1.28
0.67
1.05
0.43
5.67
0.86
0.94
2.18
2.8200
Sbi Healthcare Opportunities Fund
1.64
0.86
1.31
0.39
11.58
0.77
0.88
2.60
5.5600
Tata India Pharma & Healthcare Fund
1.14
0.60
0.94
0.43
3.38
0.93
0.97
2.03
1.5800
Uti Healthcare Fund
1.29
0.70
1.05
0.41
6.46
0.88
0.90
2.19
3.4000