ITI Pharma and Healthcare Fund Regular vs Tata India Pharma & Healthcare Fund compare

Link copied to clipboard!

tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

Invest Now

tortoise-icon Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Fund ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹208 Cr ₹1208 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Nov 2021 28 Dec 2015
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI Nifty Pharma TRI
Turn Over % 26.49%
Expense Ratio 2.35 2.14
Manager Rohan Korde Meeta Shetty
ISIN Code INF00XX01BL5 INF277K016A9
Exits Load ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Month 3.47% 4.66%
6 Month 20.7% 16.53%
1 Year 43.48% 41.34%
3 Year 20.61% 22.4%
5 Year - 27.33%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month - -
1 Year 37.03% 31.82%
3 Year 32% 32.32%
5 Year - 25.8%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 20.74% 6.67%
3 Year 19.19% 17.46%
5 Year - 14.22%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation 14.52% 14.23%
Sharp - 0.74%
Beta - 0.9%
Alpha - 2.85%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Name Rohan Korde Meeta Shetty
Total AUM ₹4626 Cr ₹17847 Cr
Fund Manage 10 5
ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 1.8 5.39
Large Cap 38.11 40.33
Mid Cap 26.43 30.82
Small Cap 33.66 23.46

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 1.8 5.39
Pharmaceuticals & Biotechnology 77 76.28
Healthcare Services 18.01 14.31
Chemicals & Petrochemicals 0.96 0.39
Fertilizers & Agrochemicals 1.03 0.83
Insurance 1.2 2.14
Retailing - 0.66

Top Comparisons

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns26.16%

VS

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

3Y Returns14.08%

Compare Now

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns12.51%

VS

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns14.17%

Compare Now

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns13.65%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns6.46%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns11.18%

VS

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns4.28%

Compare Now
Request call back
Add to Cart Successfully