| Fund Name | NAV Date | NAV | Rupee Change | Percent Change |
|---|---|---|---|---|
| TATA India Pharma & Health Care Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option | 29/Nov/2023 | 21.5236 |
0.1709
|
0.8004%
|
| TATA India Pharma & Healthcare Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option | 29/Nov/2023 | 21.5236 |
0.1709
|
0.8004%
|
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | 29/Nov/2023 | 21.5236 |
0.1709
|
0.8004%
|
| TATA India Pharma & Health Care Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option | 29/Nov/2023 | 24.4321 |
0.1949
|
0.8041%
|
| TATA India Pharma & Healthcare Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option | 29/Nov/2023 | 24.4321 |
0.1949
|
0.8041%
|
| Tata India Pharma & Healthcare Fund-Direct Plan-Growth | 29/Nov/2023 | 24.4321 |
0.1949
|
0.8041%
|
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| KPIs* | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
9.91
|
8.95
|
Yes
|
Yes
|
No
|
1/8 | 7.67 / 9.91 |
| 1M Rolling Return % |
0.64
|
0.97
|
No
|
No
|
Yes
|
8/8 | 0.64 / 1.24 |
| 3M Return % |
7.93
|
7.54
|
Yes
|
No
|
No
|
5/8 | 4.77 / 8.95 |
| 3M Rolling Return % |
3.20
|
3.91
|
No
|
No
|
Yes
|
7/8 | 2.38 / 6.11 |
| 6M Return % |
27.83
|
27.91
|
No
|
No
|
No
|
5/8 | 22.95 / 30.28 |
| 6M Rolling Return % |
7.67
|
8.29
|
No
|
No
|
No
|
4/8 | 5.95 / 12.19 |
| 1Y Return % |
25.57
|
26.43
|
No
|
No
|
Yes
|
6/8 | 22.61 / 29.92 |
| 1Y Rolling Return % |
1.53
|
0.93
|
Yes
|
No
|
No
|
4/8 | -2.23 / 4.10 |
| 3Y Return % |
15.10
|
15.13
|
No
|
No
|
Yes
|
6/8 | 13.18 / 16.21 |
| 3Y Rolling Return % |
23.17
|
25.05
|
No
|
No
|
Yes
|
6/7 | 22.80 / 28.28 |
| 5Y Return % |
19.73
|
19.93
|
No
|
No
|
No
|
4/6 | 18.54 / 21.26 |
| Standard Deviation |
14.01
|
14.41
|
Yes
|
Yes
|
No
|
2/8 | 13.91 / 15.06 |
| Semi Deviation |
9.83
|
10.17
|
Yes
|
Yes
|
No
|
2/8 | 9.72 / 10.68 |
| Max Drawdown |
-15.59
|
-17.22
|
Yes
|
Yes
|
No
|
2/8 | -19.18 / -15.43 |
| VaR 1 Y |
-15.99
|
-17.63
|
Yes
|
Yes
|
No
|
2/8 | -19.47 / -15.67 |
| Average Drawdown |
-7.57
|
-7.58
|
Yes
|
No
|
No
|
3/8 | -9.14 / -5.90 |
| Sharpe Ratio |
0.48
|
0.47
|
Yes
|
No
|
No
|
4/8 | 0.31 / 0.64 |
| Sterling Ratio |
0.55
|
0.53
|
Yes
|
No
|
No
|
4/8 | 0.41 / 0.65 |
| Sortino Ratio |
0.25
|
0.25
|
Yes
|
No
|
No
|
4/8 | 0.16 / 0.32 |
| Jensen Alpha |
5.52
|
2.27
|
Yes
|
Yes
|
No
|
1/8 | -0.97 / 5.52 |
| Treynor Ratio |
0.08
|
0.07
|
Yes
|
No
|
No
|
4/8 | 0.05 / 0.10 |
| Modigliani Square measure |
15.77
|
15.12
|
Yes
|
No
|
No
|
4/8 | 12.22 / 17.98 |
| Active Return |
4.05
|
1.17
|
Yes
|
Yes
|
No
|
1/8 | -1.69 / 4.05 |
All parametrs are in percentage
| KPIs | Fund | Cat. Avg | Better Than Cat. Avg | In 1st Quartile | In 4th Quartile | Rank (In Cat.) | Min / Max |
|---|---|---|---|---|---|---|---|
| 1M Return % |
10.05
|
9.07
|
Yes
|
Yes
|
No
|
1/8 | 7.77 / 10.05 |
| 1M Rolling Return % |
0.76
|
1.07
|
No
|
No
|
Yes
|
8/8 | 0.76 / 1.31 |
| 3M Return % |
8.31
|
7.85
|
Yes
|
No
|
No
|
4/8 | 5.05 / 9.22 |
| 3M Rolling Return % |
3.58
|
4.22
|
No
|
No
|
Yes
|
7/8 | 2.78 / 6.47 |
| 6M Return % |
28.74
|
28.66
|
Yes
|
No
|
No
|
5/8 | 23.62 / 30.92 |
| 6M Rolling Return % |
8.48
|
8.95
|
No
|
No
|
No
|
4/8 | 6.75 / 12.79 |
| 1Y Return % |
27.44
|
27.93
|
No
|
No
|
No
|
5/8 | 24.47 / 31.06 |
| 1Y Rolling Return % |
3.08
|
2.18
|
Yes
|
No
|
No
|
3/8 | -0.82 / 5.22 |
| 3Y Return % |
16.83
|
16.56
|
Yes
|
No
|
Yes
|
6/8 | 14.86 / 17.43 |
| 3Y Rolling Return % |
25.06
|
26.65
|
No
|
No
|
Yes
|
6/7 | 24.07 / 30.35 |
| 5Y Return % |
21.56
|
21.37
|
Yes
|
No
|
No
|
3/6 | 19.75 / 23.18 |
| Standard Deviation |
14.01
|
14.41
|
Yes
|
Yes
|
No
|
2/8 | 13.91 / 15.06 |
| Semi Deviation |
9.83
|
10.17
|
Yes
|
Yes
|
No
|
2/8 | 9.72 / 10.68 |
| Max Drawdown |
-15.59
|
-17.22
|
Yes
|
Yes
|
No
|
2/8 | -19.18 / -15.43 |
| VaR 1 Y |
-15.99
|
-17.63
|
Yes
|
Yes
|
No
|
2/8 | -19.47 / -15.67 |
| Average Drawdown |
-7.57
|
-7.58
|
Yes
|
No
|
No
|
3/8 | -9.14 / -5.90 |
| Sharpe Ratio |
0.48
|
0.47
|
Yes
|
No
|
No
|
4/8 | 0.31 / 0.64 |
| Sterling Ratio |
0.55
|
0.53
|
Yes
|
No
|
No
|
4/8 | 0.41 / 0.65 |
| Sortino Ratio |
0.25
|
0.25
|
Yes
|
No
|
No
|
4/8 | 0.16 / 0.32 |
| Jensen Alpha |
5.52
|
2.27
|
Yes
|
Yes
|
No
|
1/8 | -0.97 / 5.52 |
| Treynor Ratio |
0.08
|
0.07
|
Yes
|
No
|
No
|
4/8 | 0.05 / 0.10 |
| Modigliani Square measure |
15.77
|
15.12
|
Yes
|
No
|
No
|
4/8 | 12.22 / 17.98 |
| Active Return |
4.05
|
1.17
|
Yes
|
Yes
|
No
|
1/8 | -1.69 / 4.05 |
| Parameters | Regular Plan | Direct Plan |
|---|---|---|
| 1M Return % | 9.91% | 10.05% |
| 1M Rolling Return % | 0.64% | 0.76% |
| 3M Return % | 7.93% | 8.31% |
| 3M Rolling Return % | 3.20% | 3.58% |
| 6M Return % | 27.83% | 28.74% |
| 6M Rolling Return % | 7.67% | 8.48% |
| 1Y Return % | 25.57% | 27.44% |
| 1Y Rolling Return % | 1.53% | 3.08% |
| 3Y Return % | 15.10% | 16.83% |
| 3Y Rolling Return % | 23.17% | 25.06% |
| 5Y Return % | 19.73% | 21.56% |
| Standard Deviation | 14.01% | 14.01% |
| Semi Deviation | 9.83% | 9.83% |
| Max Drawdown | -15.59% | -15.59% |
| VaR 1 Y | -15.99% | -15.99% |
| Average Drawdown | -7.57% | -7.57% |
| Sharpe Ratio | 0.48% | 0.48% |
| Sterling Ratio | 0.55% | 0.55% |
| Sortino Ratio | 0.25% | 0.25% |
| Jensen Alpha | 5.52% | 5.52% |
| Treynor Ratio | 0.08% | 0.08% |
| Modigliani Square measure | 15.77% | 15.77% |
| Active Return | 4.05% | 4.05% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Investment Period | Mini. Possible Return in Investment Period |
Max. Possible Return in Investment Period |
Expected Return in Investment Period |
Loss Probability in Investment Period |
|---|---|---|---|---|
| 10 Year | 5.36% | 18.32% | 12.75% | 0.00% |
| One Year | -25.62% | 80.75% | 11.34% | 30.12% |
| Three Year | -11.71% | 37.07% | 13.59% | 16.32% |
| Five Year | -8.65% | 26.24% | 12.57% | 7.96% |
| Seven Year | -1.20% | 23.39% | 12.57% | 1.62% |
Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.
Annulized Returns| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Mirae Asset Healthcare Fund |
0.85
|
1 |
-0.61
|
7 |
8.64
|
6 |
6.24
|
7 |
27.64
|
6 |
22.61
|
8 |
15.18
|
5 |
21.26
|
1 |
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
0.83
|
2 |
-0.27
|
4 |
9.33
|
3 |
8.09
|
4 |
29.27
|
3 |
29.92
|
1 |
16.05
|
3 |
20.86
|
2 |
| Uti Healthcare Fund |
0.81
|
3 |
0.32
|
2 |
9.49
|
2 |
8.95
|
1 |
30.28
|
1 |
28.01
|
3 |
13.76
|
7 |
18.54
|
6 |
| Tata India Pharma & Healthcare Fund |
0.80
|
4 |
0.02
|
3 |
9.91
|
1 |
7.93
|
5 |
27.83
|
5 |
25.57
|
6 |
15.10
|
6 |
19.73
|
4 |
| Aditya Birla Sun Life Pharma & Healthcare Fund |
0.63
|
5 |
-0.45
|
6 |
8.75
|
5 |
8.22
|
3 |
29.16
|
4 |
25.74
|
5 |
13.18
|
8 |
|
|
| Nippon India Pharma Fund |
0.31
|
6 |
-0.44
|
5 |
9.19
|
4 |
7.46
|
6 |
29.56
|
2 |
28.20
|
2 |
16.21
|
1 |
19.86
|
3 |
| Sbi Healthcare Opportunities Fund |
0.11
|
7 |
-0.64
|
8 |
7.67
|
8 |
4.77
|
8 |
22.95
|
8 |
26.33
|
4 |
16.16
|
2 |
19.34
|
5 |
| Idbi Healthcare Fund |
|
|
|
|
|
|
|
|
||||||||
| Dsp Healthcare Fund |
|
0.60
|
1 |
8.63
|
7 |
8.65
|
2 |
26.59
|
7 |
25.02
|
7 |
15.39
|
4 |
|
||
| Fund Name | 1D Return | 1W Return | 1M Return | 3M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
|
Mirae Asset Healthcare Fund |
0.85
|
1 |
-0.58
|
7 |
8.78
|
6 |
6.63
|
7 |
28.59
|
6 |
24.47
|
8 |
16.96
|
5 |
23.18
|
1 |
|
Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
0.81
|
2 |
-0.29
|
4 |
9.43
|
3 |
8.30
|
5 |
29.75
|
4 |
31.06
|
1 |
17.09
|
3 |
22.21
|
2 |
|
Uti Healthcare Fund |
0.81
|
3 |
0.34
|
2 |
9.58
|
2 |
9.22
|
1 |
30.92
|
1 |
29.29
|
3 |
14.98
|
7 |
19.75
|
6 |
|
Tata India Pharma & Healthcare Fund |
0.80
|
4 |
0.05
|
3 |
10.05
|
1 |
8.31
|
4 |
28.74
|
5 |
27.44
|
5 |
16.83
|
6 |
21.56
|
3 |
|
Aditya Birla Sun Life Pharma & Healthcare Fund |
0.63
|
5 |
-0.46
|
6 |
8.88
|
5 |
8.59
|
3 |
30.05
|
3 |
27.43
|
6 |
14.86
|
8 |
|
|
|
Nippon India Pharma Fund |
0.32
|
6 |
-0.42
|
5 |
9.28
|
4 |
7.71
|
6 |
30.14
|
2 |
29.32
|
2 |
17.28
|
2 |
20.93
|
4 |
|
Sbi Healthcare Opportunities Fund |
0.11
|
7 |
-0.61
|
8 |
7.77
|
8 |
5.05
|
8 |
23.62
|
8 |
27.70
|
4 |
17.43
|
1 |
20.61
|
5 |
|
Idbi Healthcare Fund |
|
|
|
|
|
|
|
|
||||||||
|
Dsp Healthcare Fund |
|
0.63
|
1 |
8.76
|
7 |
9.02
|
2 |
27.46
|
7 |
26.70
|
7 |
17.02
|
4 |
|
||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Mirae Asset Healthcare Fund |
0.77
|
7 |
2.38
|
8 |
5.95
|
8 |
-0.74
|
7 |
28.28
|
1 |
| Dsp Healthcare Fund |
1.10
|
3 |
6.11
|
1 |
11.01
|
2 |
3.37
|
2 |
27.97
|
2 |
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
1.24
|
1 |
4.45
|
2 |
7.65
|
5 |
1.77
|
3 |
25.09
|
3 |
| Nippon India Pharma Fund |
0.98
|
4 |
3.95
|
4 |
8.63
|
3 |
0.22
|
5 |
24.31
|
4 |
| Sbi Healthcare Opportunities Fund |
0.93
|
6 |
4.11
|
3 |
12.19
|
1 |
4.10
|
1 |
23.76
|
5 |
| Tata India Pharma & Healthcare Fund |
0.64
|
8 |
3.20
|
7 |
7.67
|
4 |
1.53
|
4 |
23.17
|
6 |
| Uti Healthcare Fund |
0.95
|
5 |
3.69
|
5 |
6.97
|
6 |
-0.60
|
6 |
22.80
|
7 |
| Aditya Birla Sun Life Pharma & Healthcare Fund |
1.13
|
2 |
3.39
|
6 |
6.25
|
7 |
-2.23
|
8 |
|
|
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Mirae Asset Healthcare Fund |
0.90
|
7 |
2.78
|
8 |
6.75
|
8 |
0.81
|
6 |
30.35
|
1 |
| Dsp Healthcare Fund |
1.22
|
3 |
6.47
|
1 |
11.76
|
2 |
4.81
|
2 |
30.01
|
2 |
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
1.31
|
1 |
4.65
|
2 |
8.16
|
5 |
2.71
|
4 |
26.50
|
3 |
| Nippon India Pharma Fund |
1.06
|
4 |
4.19
|
4 |
9.14
|
3 |
1.15
|
5 |
25.43
|
4 |
| Sbi Healthcare Opportunities Fund |
1.03
|
6 |
4.39
|
3 |
12.79
|
1 |
5.22
|
1 |
25.11
|
5 |
| Tata India Pharma & Healthcare Fund |
0.76
|
8 |
3.58
|
7 |
8.48
|
4 |
3.08
|
3 |
25.06
|
6 |
| Uti Healthcare Fund |
1.04
|
5 |
3.96
|
5 |
7.53
|
6 |
0.46
|
7 |
24.07
|
7 |
| Aditya Birla Sun Life Pharma & Healthcare Fund |
1.23
|
2 |
3.76
|
6 |
6.99
|
7 |
-0.82
|
8 |
|
|
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Pharma & Healthcare Fund |
-17.17
|
4 |
-18.61
|
7 |
-9.14
|
8 |
14.72
|
6 |
10.46
|
6 |
| Dsp Healthcare Fund |
-17.66
|
5 |
-19.18
|
8 |
-5.90
|
1 |
14.06
|
3 |
10.10
|
4 |
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-17.15
|
3 |
-16.62
|
3 |
-7.92
|
6 |
14.10
|
4 |
9.72
|
1 |
| Idbi Healthcare Fund |
|
|
|
|
|
|||||
| Mirae Asset Healthcare Fund |
-19.47
|
8 |
-17.21
|
4 |
-7.61
|
4 |
14.98
|
7 |
10.68
|
8 |
| Nippon India Pharma Fund |
-15.67
|
1 |
-17.23
|
5 |
-7.87
|
5 |
15.06
|
8 |
10.50
|
7 |
| Sbi Healthcare Opportunities Fund |
-19.03
|
7 |
-15.43
|
1 |
-6.26
|
2 |
13.91
|
1 |
9.95
|
3 |
| Tata India Pharma & Healthcare Fund |
-15.99
|
2 |
-15.59
|
2 |
-7.57
|
3 |
14.01
|
2 |
9.83
|
2 |
| Uti Healthcare Fund |
-18.91
|
6 |
-17.92
|
6 |
-8.40
|
7 |
14.47
|
5 |
10.15
|
5 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Pharma & Healthcare Fund |
0.31
|
8 |
0.16
|
8 |
0.41
|
8 |
0.39
|
-0.97
|
8 | 0.94 | 3 |
0.96
|
3 |
0.05
|
8 |
12.22
|
8 |
-1.69
|
8 |
| Dsp Healthcare Fund |
0.47
|
5 |
0.24
|
5 |
0.48
|
6 |
0.38
|
2.40
|
5 | 0.86 | 7 |
0.87
|
8 |
0.08
|
5 |
15.26
|
5 |
0.60
|
6 |
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
0.52
|
3 |
0.28
|
3 |
0.56
|
3 |
0.35
|
2.75
|
3 | 0.89 | 5 |
0.93
|
5 |
0.08
|
3 |
16.02
|
3 |
1.35
|
4 |
| Idbi Healthcare Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Mirae Asset Healthcare Fund |
0.45
|
6 |
0.23
|
6 |
0.52
|
5 |
0.36
|
1.19
|
6 | 0.96 | 2 |
0.96
|
2 |
0.07
|
6 |
14.45
|
6 |
0.70
|
5 |
| Nippon India Pharma Fund |
0.55
|
2 |
0.29
|
2 |
0.58
|
2 |
0.41
|
2.71
|
4 | 0.97 | 1 |
0.97
|
1 |
0.09
|
2 |
16.04
|
2 |
2.34
|
3 |
| Sbi Healthcare Opportunities Fund |
0.64
|
1 |
0.32
|
1 |
0.65
|
1 |
0.40
|
4.50
|
2 | 0.88 | 6 |
0.93
|
6 |
0.10
|
1 |
17.98
|
1 |
2.94
|
2 |
| Tata India Pharma & Healthcare Fund |
0.48
|
4 |
0.25
|
4 |
0.55
|
4 |
0.37
|
5.52
|
1 | 0.85 | 8 |
0.89
|
7 |
0.08
|
4 |
15.77
|
4 |
4.05
|
1 |
| Uti Healthcare Fund |
0.36
|
7 |
0.19
|
7 |
0.45
|
7 |
0.38
|
0.07
|
7 | 0.93 | 4 |
0.95
|
4 |
0.06
|
7 |
13.25
|
7 |
-0.90
|
7 |
| Plan Type | 1 Day | 1 Week | 1 Month | 3 Month | 6 Month | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
| Regular Plan Value of 1000 Rupee | 1008.00 | 1000.21 | 1099.12 | 1079.29 | 1278.31 | 1255.70 | 1524.68 | 2460.35 |
| Direct Plan Value of 1000 Rupee | 1008.04 | 1000.48 | 1100.53 | 1083.15 | 1287.42 | 1274.36 | 1594.84 | 2654.62 |
| Fund Launch Date: 04/Dec/2015 |
| Fund Category: Pharma Fund |
| Investment Objective: The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. |
| Fund Description: A) Pharmaceuticals and Healthcare services sector oriented Fund b) Ideal for investors seeking focused investments in Health service and Medicine realated sectors |
| Fund Benchmark: Nifty Pharma Total Return Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
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