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

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tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

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

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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) ₹217 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 7.29% 7.78%
6 Month -7.99% -8.77%
1 Year 15.65% 14.26%
3 Year 18.39% 18.94%
5 Year - 27.67%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month -2.39% -2.29%
1 Year 6.67% 3.97%
3 Year 24.36% 24.89%
5 Year - 20.34%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 22.47% 7.82%
3 Year 18.57% 17.79%
5 Year - 14.55%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation 15.667% 16.538%
Sharp 0.739% 0.681%
Beta 0.959% 0.969%
Alpha -1.413% 0.018%

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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
Funds Managed 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 7.57 5.06
Mid Cap 31.22 31.87
Small Cap 32.03 27.82
Large Cap 29.19 35.26

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 8.42 4.34
Healthcare 88.76 93.44
Basic Materials 2.08 2.22
Industrials 0.74 -
Financial Services 0 -

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