The average 1 year return of Pharma Mutual Funds is 42.49 % for regular funds and 44.3 % for direct funds. The average 3 year return is 22.41 % for regular funds and 23.89 % for direct funds. The average 1 year SIP return is -21.85 % for regular funds and -20.75 % for direct funds. The average 3 year SIP return is 28.17 % for regular funds and 29.75 % for direct funds. The average Sharpe Ratio is 0.88 and the average Standard Deviation is 15.42%.
Find the best Pharma Mutual Funds for November 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 … | |
49.14% | 25.88% | 30.29% | % | % | 50.42% | 27.00% | 31.54% | % | % | 15.01% | -14.27% | -17.15% | 8.16% | 0.88 | 0.65 | 1.12 | |
| Sbi Healthcare Opportunities Fund | |
44.04% | 25.19% | 29.28% | 18.46% | 13.86% | 45.57% | 26.54% | 30.69% | 19.75% | 15.16% | 14.47% | -15.43% | -16.94% | 8.08% | 0.85 | 0.56 | 1.12 | |
| Dsp Healthcare Fund | |
42.48% | 23.06% | 30.74% | % | % | 44.41% | 24.74% | 32.66% | % | % | 15.65% | -18.92% | -17.66% | 5.82% | 0.90 | 0.52 | 0.96 | |
| Tata India Pharma & Healthcare Fund | |
42.34% | 22.77% | 27.39% | 19.80% | % | 44.44% | 24.60% | 29.31% | 21.68% | % | 15.22% | -14.52% | -14.79% | 3.32% | 0.92 | 0.50 | 0.87 | |
| Uti Healthcare Fund | |
45.36% | 22.11% | 27.61% | 18.29% | 13.17% | 46.78% | 23.39% | 28.92% | 19.50% | 14.30% | 15.74% | -17.40% | -18.91% | 3.82% | 0.93 | 0.47 | 0.86 | |
| Nippon India Pharma Fund | |
36.47% | 20.90% | 27.67% | 20.24% | 15.44% | 37.71% | 21.99% | 28.83% | 21.31% | 16.47% | 15.23% | -16.86% | -14.68% | 2.57% | 0.90 | 0.42 | 0.78 | |
| Mirae Asset Healthcare Fund | |
40.87% | 19.81% | 28.75% | % | % | 42.95% | 21.61% | 30.75% | % | % | 15.88% | -17.21% | -17.19% | 0.53% | 0.95 | 0.38 | 0.68 | |
| Aditya Birla Sun Life Pharma & Healthca… | |
37.58% | 19.56% | 24.23% | % | % | 39.47% | 21.29% | 26.17% | % | % | 16.13% | -17.36% | -16.59% | 0.12% | 0.96 | 0.36 | 0.66 |
Return Calculated On: 20 December 2024
Ratios Calculated On: 29 November 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 | |
| Aditya Birla Sun Life Pharma & Healthcare Fund | 16,509.60 | 10,160.92 | 61,524.00 | 51,925.25 | 177,552.00 | 103,036.26 | ||||||
| Whiteoak Capital Pharma And Healthcare Fund | ||||||||||||
| Dsp Healthcare Fund | 17,097.60 | 10,679.54 | 67,082.40 | 54,828.86 | 229,230.00 | 114,490.44 | ||||||
| HDFC Pharma And Healthcare Fund | 18,231.60 | 11,144.03 | ||||||||||
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund | 17,896.80 | 10,791.34 | 71,816.40 | 57,354.84 | 225,264.00 | 118,760.88 | ||||||
| Kotak Healthcare Fund | 16,683.60 | 10,562.64 | ||||||||||
| LIC MF Healthcare Fund | 17,614.80 | 10,740.28 | ||||||||||
| Mirae Asset Healthcare Fund | 16,904.40 | 10,452.50 | 61,905.60 | 52,040.77 | 212,286.00 | 108,005.82 | ||||||
| quant Healthcare Fund | 16,060.80 | 9,559.61 | ||||||||||
| Nippon India Pharma Fund | 16,376.40 | 10,252.26 | 63,612.00 | 52,348.21 | 203,514.00 | 108,005.34 | 305,256.00 | 192,717.00 | 504,432.00 | 328,502.40 | 2,154,654.00 | 822,732.84 |
| Sbi Healthcare Opportunities Fund | 17,284.80 | 10,671.37 | 70,639.20 | 55,245.38 | 216,642.00 | 114,923.82 | 274,915.20 | 201,697.36 | 439,284.00 | 315,093.12 | 2,168,244.00 | 800,815.86 |
| Tata India Pharma & Healthcare Fund | 17,080.80 | 10,481.75 | 66,610.80 | 53,699.51 | 201,312.00 | 109,903.92 | 297,469.20 | 194,111.40 | ||||
| Uti Healthcare Fund | 17,443.20 | 10,778.58 | 65,548.80 | 54,964.91 | 203,034.00 | 110,811.96 | 272,160.00 | 193,043.76 | 413,640.00 | 307,676.40 | 1,677,996.00 | 696,431.52 |
| 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 | |
| Aditya Birla Sun Life Pharma & Healthcare Fund | 16,736.40 | 10,241.69 | 64,234.80 | 53,221.25 | 191,856.00 | 107,581.14 | ||||||
| Whiteoak Capital Pharma And Healthcare Fund | ||||||||||||
| Dsp Healthcare Fund | 17,329.20 | 10,762.51 | 69,868.80 | 56,168.78 | 246,558.00 | 119,429.40 | ||||||
| HDFC Pharma And Healthcare Fund | 18,462.00 | 11,225.23 | ||||||||||
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund | 18,050.40 | 10,845.26 | 73,735.20 | 58,251.89 | 236,256.00 | 122,032.50 | ||||||
| Kotak Healthcare Fund | 16,963.20 | 10,662.76 | ||||||||||
| LIC MF Healthcare Fund | 17,833.20 | 10,816.91 | ||||||||||
| Mirae Asset Healthcare Fund | 17,154.00 | 10,540.94 | 64,749.60 | 53,426.09 | 229,254.00 | 113,073.66 | ||||||
| quant Healthcare Fund | 16,324.80 | 9,651.49 | ||||||||||
| Nippon India Pharma Fund | 16,525.20 | 10,305.22 | 65,350.80 | 53,189.35 | 212,934.00 | 110,999.10 | 324,844.80 | 200,401.49 | 550,992.00 | 346,905.36 | ||
| Sbi Healthcare Opportunities Fund | 17,468.40 | 10,736.48 | 72,939.60 | 56,314.30 | 228,714.00 | 118,742.28 | 296,671.20 | 211,315.19 | 492,180.00 | 336,013.68 | ||
| Tata India Pharma & Healthcare Fund | 17,332.80 | 10,569.37 | 69,638.40 | 55,122.73 | 216,954.00 | 114,927.96 | 331,657.20 | 207,232.37 | ||||
| Uti Healthcare Fund | 17,613.60 | 10,839.36 | 67,633.20 | 55,946.09 | 213,654.00 | 114,262.38 | 292,286.40 | 201,682.91 | 456,576.00 | 326,527.32 | ||
| 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 | -6.76 | 16.13 | 10.91 |
| Dsp Healthcare Fund |
-17.66 | -18.92 | -4.79 | 15.65 | 10.86 |
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-17.15 | -14.27 | -4.84 | 15.01 | 10.13 |
| Mirae Asset Healthcare Fund |
-17.19 | -17.21 | -6.36 | 15.88 | 10.61 |
| Nippon India Pharma Fund |
-14.68 | -16.86 | -5.70 | 15.23 | 10.49 |
| Sbi Healthcare Opportunities Fund |
-16.94 | -15.43 | -5.50 | 14.47 | 10.56 |
| Tata India Pharma & Healthcare Fund |
-14.79 | -14.52 | -4.22 | 15.22 | 10.13 |
| Uti Healthcare Fund |
-18.91 | -17.40 | -4.62 | 15.74 | 10.67 |
| 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
|
0.12
|
0.96 |
0.95
|
|
1.51
|
-0.6100
|
| Dsp Healthcare Fund |
0.96
|
0.52
|
0.79
|
0.41
|
5.82
|
0.90 |
0.89
|
|
1.88
|
4.0400
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
1.12
|
0.65
|
1.02
|
0.38
|
8.16
|
0.88 |
0.92
|
|
2.07
|
6.0000
|
| Mirae Asset Healthcare Fund |
0.68
|
0.38
|
0.67
|
0.38
|
0.53
|
0.95 |
0.95
|
|
1.53
|
-0.4600
|
| Nippon India Pharma Fund |
0.78
|
0.42
|
0.73
|
0.42
|
2.57
|
0.90 |
0.94
|
|
1.67
|
0.8300
|
| Sbi Healthcare Opportunities Fund |
1.12
|
0.56
|
0.94
|
0.39
|
8.08
|
0.85 |
0.91
|
|
2.07
|
5.2700
|
| Tata India Pharma & Healthcare Fund |
0.87
|
0.50
|
0.85
|
0.39
|
3.32
|
0.92 |
0.97
|
|
1.77
|
1.7600
|
| Uti Healthcare Fund |
0.86
|
0.47
|
0.77
|
0.39
|
3.82
|
0.93 |
0.92
|
|
1.76
|
2.4700
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
-0.83%
|
1.17%
|
3.01%
|
-2.26%
|
14.71%
|
37.58%
|
19.56%
|
24.23%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
-0.88%
|
0.46%
|
4.42%
|
3.09%
|
26.27%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Dsp Healthcare Fund |
-1.03%
|
-1.00%
|
0.53%
|
0.18%
|
23.92%
|
42.48%
|
23.06%
|
30.74%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
-1.24%
|
0.65%
|
3.23%
|
2.88%
|
25.79%
|
51.93%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-0.56%
|
1.38%
|
4.02%
|
0.49%
|
21.09%
|
49.14%
|
25.88%
|
30.29%
|
%
|
%
|
%
|
| Kotak Healthcare Fund |
-1.19%
|
0.81%
|
4.32%
|
-0.24%
|
19.93%
|
39.03%
|
%
|
%
|
%
|
%
|
%
|
| LIC MF Healthcare Fund |
-1.59%
|
-0.32%
|
2.71%
|
1.71%
|
20.96%
|
46.79%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
-0.90%
|
1.36%
|
3.91%
|
-1.46%
|
18.09%
|
40.87%
|
19.81%
|
28.75%
|
%
|
%
|
%
|
| quant Healthcare Fund |
-2.09%
|
-2.71%
|
-0.97%
|
-9.73%
|
3.40%
|
33.84%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
-0.90%
|
0.77%
|
2.41%
|
-0.77%
|
15.24%
|
36.47%
|
20.90%
|
27.67%
|
20.24%
|
15.44%
|
18.00%
|
| Sbi Healthcare Opportunities Fund |
-0.90%
|
-0.44%
|
2.65%
|
1.53%
|
19.45%
|
44.04%
|
25.19%
|
29.28%
|
18.46%
|
13.86%
|
18.05%
|
| Tata India Pharma & Healthcare Fund |
-0.81%
|
1.35%
|
4.52%
|
-0.57%
|
17.70%
|
42.34%
|
22.77%
|
27.39%
|
19.80%
|
%
|
%
|
| Uti Healthcare Fund |
-1.04%
|
-0.22%
|
2.71%
|
-0.09%
|
21.84%
|
45.36%
|
22.11%
|
27.61%
|
18.29%
|
13.17%
|
16.05%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
-0.85%
|
1.19%
|
3.13%
|
-1.90%
|
15.53%
|
39.47%
|
21.29%
|
26.17%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
-0.87%
|
0.50%
|
4.56%
|
3.54%
|
27.36%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Dsp Healthcare Fund |
-1.02%
|
-0.97%
|
0.64%
|
0.51%
|
24.76%
|
44.41%
|
24.74%
|
32.66%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
-1.23%
|
0.68%
|
3.34%
|
3.21%
|
26.57%
|
53.85%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-0.57%
|
1.39%
|
4.08%
|
0.68%
|
21.59%
|
50.42%
|
27.00%
|
31.54%
|
%
|
%
|
%
|
| Kotak Healthcare Fund |
-1.19%
|
0.84%
|
4.45%
|
0.17%
|
20.92%
|
41.36%
|
%
|
%
|
%
|
%
|
%
|
| LIC MF Healthcare Fund |
-1.59%
|
-0.30%
|
2.81%
|
2.02%
|
21.71%
|
48.61%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
-0.90%
|
1.39%
|
4.03%
|
-1.11%
|
18.95%
|
42.95%
|
21.61%
|
30.75%
|
%
|
%
|
%
|
| quant Healthcare Fund |
-2.08%
|
-2.67%
|
-0.84%
|
-9.36%
|
4.26%
|
36.04%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
-0.90%
|
0.79%
|
2.49%
|
-0.54%
|
15.76%
|
37.71%
|
21.99%
|
28.83%
|
21.31%
|
16.47%
|
%
|
| Sbi Healthcare Opportunities Fund |
-0.90%
|
-0.42%
|
2.74%
|
1.79%
|
20.09%
|
45.57%
|
26.54%
|
30.69%
|
19.75%
|
15.16%
|
%
|
| Tata India Pharma & Healthcare Fund |
-0.81%
|
1.38%
|
4.64%
|
-0.22%
|
18.55%
|
44.44%
|
24.60%
|
29.31%
|
21.68%
|
%
|
%
|
| Uti Healthcare Fund |
-1.03%
|
-0.20%
|
2.79%
|
0.16%
|
22.43%
|
46.78%
|
23.39%
|
28.92%
|
19.50%
|
14.30%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
-27.02%
|
25.24%
|
21.75%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Dsp Healthcare Fund |
-19.67%
|
29.26%
|
26.13%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
-12.91%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-18.06%
|
32.64%
|
27.67%
|
%
|
%
|
%
|
| Kotak Healthcare Fund |
-21.35%
|
%
|
%
|
%
|
%
|
%
|
| LIC MF Healthcare Fund |
-18.80%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
-22.91%
|
25.41%
|
23.71%
|
%
|
%
|
%
|
| quant Healthcare Fund |
-35.24%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
-25.74%
|
25.84%
|
23.71%
|
23.30%
|
19.11%
|
18.29%
|
| Sbi Healthcare Opportunities Fund |
-19.79%
|
29.83%
|
26.29%
|
24.58%
|
18.34%
|
17.98%
|
| Tata India Pharma & Healthcare Fund |
-22.50%
|
27.72%
|
24.43%
|
23.50%
|
%
|
%
|
| Uti Healthcare Fund |
-18.24%
|
29.45%
|
24.77%
|
23.35%
|
17.90%
|
16.39%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Pharma & Healthcare Fund |
-25.89%
|
27.05%
|
23.54%
|
%
|
%
|
%
|
| Whiteoak Capital Pharma And Healthcare Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Dsp Healthcare Fund |
-18.47%
|
31.07%
|
27.91%
|
%
|
%
|
%
|
| HDFC Pharma And Healthcare Fund |
-11.70%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-17.28%
|
33.82%
|
28.81%
|
%
|
%
|
%
|
| Kotak Healthcare Fund |
-19.91%
|
%
|
%
|
%
|
%
|
%
|
| LIC MF Healthcare Fund |
-17.69%
|
%
|
%
|
%
|
%
|
%
|
| Mirae Asset Healthcare Fund |
-21.66%
|
27.34%
|
25.61%
|
%
|
%
|
%
|
| quant Healthcare Fund |
-34.00%
|
%
|
%
|
%
|
%
|
%
|
| Nippon India Pharma Fund |
-24.99%
|
27.01%
|
24.84%
|
24.40%
|
20.12%
|
%
|
| Sbi Healthcare Opportunities Fund |
-18.85%
|
31.26%
|
27.66%
|
25.90%
|
19.53%
|
%
|
| Tata India Pharma & Healthcare Fund |
-21.25%
|
29.66%
|
26.29%
|
25.35%
|
%
|
%
|
| Uti Healthcare Fund |
-17.36%
|
30.77%
|
26.05%
|
24.58%
|
19.00%
|
%
|