The average 1 year return of Pharma Mutual Funds is 42.1 % for regular funds and 43.86 % for direct funds. The average 3 year return is 19.81 % for regular funds and 21.27 % for direct funds. The average 1 year SIP return is 11.42 % for regular funds and 12.87 % for direct funds. The average 3 year SIP return is 29.69 % for regular funds and 31.23 % for direct funds. The average Sharpe Ratio is 0.85 and the average Standard Deviation is 15.31%.
Find the best Pharma Mutual Funds for October 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Icici Prudential Pharma Healthcare And … | |
47.67% | 23.20% | 30.05% | % | % | 48.92% | 24.29% | 31.28% | % | % | 15.02% | -14.27% | -17.15% | 6.33% | 0.89 | 0.59 | 1.03 | |
| Sbi Healthcare Opportunities Fund | |
42.71% | 22.95% | 28.63% | 18.34% | 13.41% | 44.23% | 24.27% | 30.04% | 19.64% | 14.71% | 14.31% | -15.43% | -16.94% | 7.34% | 0.84 | 0.55 | 1.10 | |
| Tata India Pharma & Healthcare Fund | |
39.20% | 19.26% | 26.43% | 19.49% | % | 41.24% | 21.04% | 28.33% | 21.37% | % | 15.08% | -14.52% | -14.79% | 4.32% | 0.90 | 0.50 | 0.88 | |
| Dsp Healthcare Fund | |
46.75% | 21.28% | 30.75% | % | % | 48.74% | 22.94% | 32.68% | % | % | 15.57% | -18.92% | -17.66% | 3.78% | 0.91 | 0.48 | 0.87 | |
| Uti Healthcare Fund | |
43.83% | 19.70% | 27.48% | 18.45% | 12.74% | 45.23% | 20.96% | 28.78% | 19.66% | 13.86% | 15.74% | -17.40% | -18.91% | 2.16% | 0.94 | 0.44 | 0.79 | |
| Nippon India Pharma Fund | |
34.98% | 18.27% | 27.41% | 20.52% | 15.01% | 36.19% | 19.34% | 28.56% | 21.60% | 16.03% | 15.09% | -16.86% | -14.68% | 2.15% | 0.91 | 0.42 | 0.79 | |
| Mirae Asset Healthcare Fund | |
37.23% | 16.87% | 28.24% | % | % | 39.26% | 18.64% | 30.23% | % | % | 15.72% | -17.21% | -17.19% | 0.68% | 0.95 | 0.39 | 0.71 | |
| Aditya Birla Sun Life Pharma & Healthca… | |
35.56% | 16.98% | 23.59% | % | % | 37.45% | 18.67% | 25.54% | % | % | 15.96% | -17.36% | -16.59% | -0.30% | 0.96 | 0.36 | 0.66 |
Return Calculated On: 19 November 2024
Ratios Calculated On: 31 October 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Kotak Healthcare Fund | ||||||||||||
| Aditya Birla Sun Life Pharma & Healthcare Fund | 16,267.20 | 12,372.68 | 57,632.40 | 52,982.82 | 173,040.00 | 103,766.28 | ||||||
| Whiteoak Capital Pharma And Healthcare Fund | ||||||||||||
| Dsp Healthcare Fund | 17,610.00 | 10,921.27 | 64,216.80 | 55,116.97 | 229,254.00 | 116,472.72 | ||||||
| HDFC Pharma And Healthcare Fund | 18,030.00 | 13,637.21 | ||||||||||
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund | 17,720.40 | 13,216.68 | 67,323.60 | 58,619.45 | 223,182.00 | 119,908.80 | ||||||
| LIC MF Healthcare Fund | 17,185.20 | 13,178.98 | ||||||||||
| Mirae Asset Healthcare Fund | 16,467.60 | 12,691.42 | 57,470.40 | 53,000.53 | 208,092.00 | 108,927.60 | ||||||
| quant Healthcare Fund | 17,010.00 | 12,399.58 | ||||||||||
| Nippon India Pharma Fund | 16,197.60 | 12,554.53 | 59,558.40 | 53,907.98 | 201,420.00 | 110,017.74 | 310,212.00 | 193,045.36 | 485,952.00 | 321,686.16 | 2,384,082.00 | 812,529.00 |
| Sbi Healthcare Opportunities Fund | 17,125.20 | 13,058.88 | 66,909.60 | 56,807.46 | 211,308.00 | 116,536.26 | 273,000.00 | 200,468.35 | 422,388.00 | 307,116.12 | 2,213,550.00 | 767,046.96 |
| Tata India Pharma & Healthcare Fund | 16,704.00 | 12,681.38 | 61,056.00 | 54,415.84 | 193,788.00 | 109,936.14 | 292,210.80 | 190,870.85 | ||||
| Uti Healthcare Fund | 17,259.60 | 13,231.39 | 61,743.60 | 56,547.76 | 202,014.00 | 112,734.30 | 274,797.60 | 192,742.54 | 398,124.00 | 300,718.44 | 1,769,076.00 | 685,510.74 |
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| LIC MF Healthcare Fund | 17,397.60 | 13,274.05 | ||||||||||
| Aditya Birla Sun Life Pharma & Healthcare Fund | 16,494.00 | 12,471.80 | 60,166.80 | 54,263.16 | 187,086.00 | 108,300.84 | ||||||
| Whiteoak Capital Pharma And Healthcare Fund | ||||||||||||
| Dsp Healthcare Fund | 17,848.80 | 11,007.17 | 66,891.60 | 56,456.96 | 246,696.00 | 121,541.88 | ||||||
| HDFC Pharma And Healthcare Fund | 18,256.80 | 13,737.12 | ||||||||||
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund | 17,870.40 | 13,283.35 | 69,120.00 | 59,506.42 | 233,988.00 | 123,180.66 | ||||||
| Kotak Healthcare Fund | ||||||||||||
| Mirae Asset Healthcare Fund | 16,711.20 | 12,800.17 | 60,112.80 | 54,363.35 | 224,784.00 | 113,988.06 | ||||||
| quant Healthcare Fund | 17,288.40 | 12,519.41 | ||||||||||
| Nippon India Pharma Fund | 16,342.80 | 12,620.16 | 61,189.20 | 54,744.19 | 210,726.00 | 113,028.12 | 330,153.60 | 200,651.05 | 530,736.00 | 339,501.72 | ||
| Sbi Healthcare Opportunities Fund | 17,307.60 | 13,139.64 | 69,091.20 | 57,870.83 | 223,092.00 | 120,360.72 | 294,655.20 | 209,902.90 | 473,256.00 | 327,279.60 | ||
| Tata India Pharma & Healthcare Fund | 16,948.80 | 12,789.26 | 63,831.60 | 55,810.58 | 208,842.00 | 114,898.74 | 325,844.40 | 203,635.49 | ||||
| Uti Healthcare Fund | 17,427.60 | 13,306.52 | 63,712.80 | 57,524.51 | 212,550.00 | 116,198.64 | 295,117.20 | 201,256.61 | 439,416.00 | 318,897.84 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
-16.59 | -17.36 | -5.14 | 15.96 | 10.78 |
| Dsp Healthcare Fund |
-17.66 | -18.92 | -4.03 | 15.57 | 10.71 |
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-17.15 | -14.27 | -4.23 | 15.02 | 10.10 |
| Mirae Asset Healthcare Fund |
-17.19 | -17.21 | -6.00 | 15.72 | 10.54 |
| Nippon India Pharma Fund |
-14.68 | -16.86 | -5.51 | 15.09 | 10.40 |
| Sbi Healthcare Opportunities Fund |
-16.94 | -15.43 | -7.25 | 14.31 | 10.48 |
| Tata India Pharma & Healthcare Fund |
-14.79 | -14.52 | -4.07 | 15.08 | 10.03 |
| Uti Healthcare Fund |
-18.91 | -17.40 | -3.98 | 15.74 | 10.59 |
| 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 |
0.66
|
0.36
|
0.66
|
0.39
|
-0.30
|
0.96 |
0.94
|
|
1.50
|
-1.0601
|
| Dsp Healthcare Fund |
0.87
|
0.48
|
0.73
|
0.41
|
3.78
|
0.91 |
0.90
|
|
1.76
|
2.1916
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
1.03
|
0.59
|
0.96
|
0.37
|
6.33
|
0.89 |
0.91
|
|
1.95
|
4.2215
|
| Mirae Asset Healthcare Fund |
0.71
|
0.39
|
0.69
|
0.38
|
0.68
|
0.95 |
0.95
|
|
1.57
|
-0.3249
|
| Nippon India Pharma Fund |
0.79
|
0.42
|
0.72
|
0.42
|
2.15
|
0.91 |
0.94
|
|
1.66
|
0.4167
|
| Sbi Healthcare Opportunities Fund |
1.10
|
0.55
|
0.92
|
0.39
|
7.34
|
0.84 |
0.91
|
|
2.03
|
4.4637
|
| Tata India Pharma & Healthcare Fund |
0.88
|
0.50
|
0.85
|
0.39
|
4.32
|
0.90 |
0.95
|
|
1.78
|
2.6199
|
| Uti Healthcare Fund |
0.79
|
0.44
|
0.73
|
0.39
|
2.16
|
0.94 |
0.93
|
|
1.66
|
1.0094
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIC MF Healthcare Fund |
0.58%
|
-1.31%
|
-2.76%
|
4.36%
|
20.06%
|
43.21%
|
%
|
%
|
%
|
%
|
%
|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
0.80%
|
-1.83%
|
-5.73%
|
-2.84%
|
12.41%
|
35.56%
|
16.98%
|
23.59%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
0.77%
|
-1.42%
|
-1.80%
|
6.38%
|
24.73%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Dsp Healthcare Fund |
%
|
%
|
-1.49%
|
6.68%
|
21.79%
|
46.75%
|
21.28%
|
30.75%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
1.07%
|
-1.13%
|
-1.60%
|
5.45%
|
24.59%
|
50.25%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
0.84%
|
-1.78%
|
-3.31%
|
2.02%
|
20.17%
|
47.67%
|
23.20%
|
30.05%
|
%
|
%
|
%
|
| Kotak Healthcare Fund |
0.36%
|
-1.88%
|
-2.65%
|
2.26%
|
16.18%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
0.85%
|
-1.72%
|
-5.34%
|
-1.27%
|
16.86%
|
37.23%
|
16.87%
|
28.24%
|
%
|
%
|
%
|
| quant Healthcare Fund |
0.24%
|
-2.25%
|
-6.13%
|
-4.87%
|
11.91%
|
41.75%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
0.92%
|
-1.38%
|
-3.77%
|
0.10%
|
13.94%
|
34.98%
|
18.27%
|
27.41%
|
20.52%
|
15.01%
|
18.80%
|
| Sbi Healthcare Opportunities Fund |
0.83%
|
-1.76%
|
-1.38%
|
4.88%
|
18.33%
|
42.71%
|
22.95%
|
28.63%
|
18.34%
|
13.41%
|
18.21%
|
| Tata India Pharma & Healthcare Fund |
0.93%
|
-1.43%
|
-4.39%
|
-1.12%
|
14.36%
|
39.20%
|
19.26%
|
26.43%
|
19.49%
|
%
|
%
|
| Uti Healthcare Fund |
0.65%
|
-1.48%
|
-2.47%
|
3.44%
|
22.55%
|
43.83%
|
19.70%
|
27.48%
|
18.45%
|
12.74%
|
16.46%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dsp Healthcare Fund |
%
|
%
|
-1.39%
|
7.04%
|
22.61%
|
48.74%
|
22.94%
|
32.68%
|
%
|
%
|
%
|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
0.80%
|
-1.80%
|
-5.62%
|
-2.53%
|
13.13%
|
37.45%
|
18.67%
|
25.54%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
0.77%
|
-1.39%
|
-1.67%
|
6.83%
|
25.80%
|
%
|
%
|
%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
1.07%
|
-1.10%
|
-1.50%
|
5.77%
|
25.36%
|
52.14%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
0.83%
|
-1.79%
|
-3.23%
|
2.24%
|
20.68%
|
48.92%
|
24.29%
|
31.28%
|
%
|
%
|
%
|
| Kotak Healthcare Fund |
0.37%
|
-1.85%
|
-2.53%
|
2.69%
|
17.14%
|
%
|
%
|
%
|
%
|
%
|
%
|
| LIC MF Healthcare Fund |
0.58%
|
-1.29%
|
-2.67%
|
4.68%
|
20.81%
|
44.98%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
0.85%
|
-1.69%
|
-5.23%
|
-0.91%
|
17.71%
|
39.26%
|
18.64%
|
30.23%
|
%
|
%
|
%
|
| quant Healthcare Fund |
0.25%
|
-2.22%
|
-6.01%
|
-4.48%
|
12.84%
|
44.07%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
0.93%
|
-1.36%
|
-3.71%
|
0.32%
|
14.45%
|
36.19%
|
19.34%
|
28.56%
|
21.60%
|
16.03%
|
%
|
| Sbi Healthcare Opportunities Fund |
0.83%
|
-1.74%
|
-1.30%
|
5.16%
|
18.96%
|
44.23%
|
24.27%
|
30.04%
|
19.64%
|
14.71%
|
%
|
| Tata India Pharma & Healthcare Fund |
0.93%
|
-1.40%
|
-4.28%
|
-0.76%
|
15.18%
|
41.24%
|
21.04%
|
28.33%
|
21.37%
|
%
|
%
|
| Uti Healthcare Fund |
0.65%
|
-1.47%
|
-2.39%
|
3.70%
|
23.14%
|
45.23%
|
20.96%
|
28.78%
|
19.66%
|
13.86%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Kotak Healthcare Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
5.76%
|
26.71%
|
22.04%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Dsp Healthcare Fund |
-16.11%
|
29.64%
|
26.84%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
26.02%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
19.17%
|
34.29%
|
28.06%
|
%
|
%
|
%
|
| LIC MF Healthcare Fund |
18.56%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
10.77%
|
26.74%
|
24.05%
|
%
|
%
|
%
|
| quant Healthcare Fund |
6.18%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
8.61%
|
27.99%
|
24.46%
|
23.34%
|
18.72%
|
18.15%
|
| Sbi Healthcare Opportunities Fund |
16.63%
|
31.91%
|
26.87%
|
24.40%
|
17.86%
|
17.49%
|
| Tata India Pharma & Healthcare Fund |
10.61%
|
28.69%
|
24.43%
|
23.02%
|
%
|
%
|
| Uti Healthcare Fund |
19.41%
|
31.56%
|
25.48%
|
23.30%
|
17.47%
|
16.21%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| LIC MF Healthcare Fund |
20.10%
|
%
|
%
|
%
|
%
|
%
|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
7.31%
|
28.48%
|
23.81%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Dsp Healthcare Fund |
-14.86%
|
31.44%
|
28.63%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
27.66%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
20.25%
|
35.44%
|
29.20%
|
%
|
%
|
%
|
| Kotak Healthcare Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
12.49%
|
28.62%
|
25.94%
|
%
|
%
|
%
|
| quant Healthcare Fund |
8.06%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
9.65%
|
29.14%
|
25.59%
|
24.43%
|
19.72%
|
%
|
| Sbi Healthcare Opportunities Fund |
17.93%
|
33.31%
|
28.22%
|
25.70%
|
19.04%
|
%
|
| Tata India Pharma & Healthcare Fund |
12.32%
|
30.58%
|
26.27%
|
24.85%
|
%
|
%
|
| Uti Healthcare Fund |
20.62%
|
32.86%
|
26.75%
|
24.52%
|
18.56%
|
%
|