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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Pharma and Healthcare Fund

Aditya Birla Sun Life Pharma and Healthcare Fund

An open ended equity scheme investing in Pharma and Healthcare Services Sector

Class: Equity
Category: Thematic
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Investment Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in equity/equity related instruments of the companies in the Pharmaceuticals, Healthcare and Allied sectors in India.

This product is suitable for investors who are seeking

  • Long term capital growth
  • Investments in equity & equity related instruments of the companies in the Pharmaceuticals, Healthcare and Allied sectors in India

  • Long term capital growth
  • Investments in predominantly equity and equity related securities as well as debt and money market instruments

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Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Thematic
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Dhaval Shah
  • Latest NAV - 10.09 (as on 16-Oct-2019)
  • Inception Date - Jul 11, 2019
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Fund Performance

Graphical Data

Trailing Return

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*Annualized returns are displayed for 1 year and above.

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Fund Management

  • Mr. Dhaval Shah

    Total Experience : 14 years

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    Dhaval Shah is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an overall experience of 14 years in Indian equity markets and has been a part of ABSLAMC since 2015.

    Prior to ABSLAMC, Dhaval has worked with Reliance Capital Asset Management Ltd., Morgan Stanley Investment Management and Edelweiss Securities Ltd.

    Dhaval is an MBA in Finance from Mumbai University. He is also a CFA Charter Holder.
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

         5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

         8%

Trailing Return

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Funds are bucketed on various parameters.
*Annualized returns are displayed for 1 year and above.
Annual return for 2017 will be added shortly.

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Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 180 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 180 days from the date of allotment
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  • Long term capital growth
  • Investments in equity & equity related instruments of the companies in the Pharmaceuticals, Healthcare and Allied sectors in India

Fund Summary

Healthcare is an important part of our living. Right from birth till the end of life, we depend on healthcare. The cutting-edge advancements in Health & Pharma industry are not only giving us a better life but also increasing life expectancy. Add to that, growing awareness & incomes which are spear-heading greater use of healthcare solutions. The manufacturing driven Indian Pharmaceutical companies are gaining ground in exports. India is the largest producer of Generic drugs in the world. A domestic and an export led demand of Pharma & Healthcare services draws attention to its imminent rise. The Indian Pharmaceutical Industry having grown almost 3 times, from USD 12.6bn2 in 2009 to USD 38bn3 in 2018, constitutes a network of over 3,000 pharma companies housing about 10,500 manufacturing facilities. The Indian health care industry which stood at USD 110bn in 20174, includes in its ambit a wide network of hospitals, labs and diagnostics, medical equipment and supplies, medical insurance and emerging segments such as wellness products, contract research and biotechnology services. The Indian pharmaceutical and health sector is expected to achieve double digit growth figures in the years to come. This fund aims to help investors take advantage of this emerging sector by investing in pharma and healthcare companies which are well diversified business models with an optimal business mix across all main geographies – India, US & Emerging Markets. This fund would focus on areas like pharmaceuticals and formulations, speciality chemicals, hospitals and diagnostics, wellness products and other ancillary healthcare segments.

Aditya Birla Sun Life Pharma and Healthcare Fund

(An Open-ended Scheme*)

This product is suitable for investors who are seeking*

  • Long term capital growth
  • Investments in equity & equity related instruments of the companies in the Pharmaceuticals, Healthcare and Allied sectors in India

 

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Moderate Risk
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Disclaimer

*Second Income/Regular Income/Monthly Income is not assured and is subject to availability of distributable surplus. Dividend distribution in the form of regular income to individual investors is subject to dividend distribution tax (DDT) of 13.5188% which is deducted by the fund house. For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

**The portfolio of the scheme is subject to changes within the provisions of the Scheme Information Document. Please refer to the Scheme Information Document for asset allocation, investment strategy, and risk factors.

+Investors should note that declaration of dividends is at the discretion of Trustees and subject to availability of distributable surplus and there is no guarantee or assurance on the frequency or quantum of dividends. The NAV of the scheme pursuant to a payout of the dividend would fall to the extent of the payout and statutory levy (if applicable). For individual nature of tax implications, investors are requested to consult their tax advisor before investing.

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