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Top Healthcare Mutual Funds

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Healthcare funds or pharma funds are those who allocate the assets in the companies in the business of pharmaceuticals and healthcare. The Largest Player in the Health Care domain are Reliance , TATA, UTI, SBI etc. – PowerPoint PPT presentation

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Title: Top Healthcare Mutual Funds


1
HEALTHCARE MUTUAL FUNDS
2
ABOUT
Healthcare funds or pharnama funds are those who
allocate the assets in the companies in the
business of pharmaceuticals and healthcare. The
Pharma funds are those who allocate the assets in
the companies in the business of pharmaceuticals
and healthcare. These type of funds are highly
volatile funds as the growth of capital as well
as scheme depends upon the growth in the sector.
Investors who have a vast knowledge of the
industry are suggested to invest in pharma funds.
3
Why invest in Pharma funds?
  • Ever increasing demand Since 2002, there is a
    prolific increase in the number of companies in
    the pharmaceutical sector, which has led to
    attract people to explore and invest in this
    sector .
  • Good returns in the long-run The Pharma Funds
    provide handsome returns to the investors having
    a long-term perspective on their investment.
  • Security guaranteed Being a very consistent
    sector, provide a very high degree of security
    factor attached to it. As it is a sector which
    has never-ending demands, it has a wider growth
    perspective. So, with security growth is
    guaranteed.

4
Growth of Pharma Industry in India
Indian pharmaceutical industry had come a long
way from nearly being non-existent in the 1960s
to becoming one of the major suppliers of not
just the generic drugs but also some complex
formulations for the global market today. Indias
pharmacy industry now occupies the 3rd position
in terms of volume and the 10th place by value
with a turnover of over 23billion. India also
ranks among the top 5 fastest growing markets for
the pharmaceuticals with an estimated compounded
annual growth rate (CAGR) of 21 percent and is
projected to be 75 billion market by 2020.There
is a vast scope in Pharma funds india because
people will continue to spend on their health
care products as it comes under essentials
required to survive.
Source economic times
5
The Largest Player in the HealthCare domain are
6
Reliance Pharma Fund
The primary investment objective of the scheme is
to seek to generate consistent returns by
investing in equity and equity related or fixed
income securities of pharma and other associated
companies. The Reliance Pharma Fund has ranked
well in the last couple of days. The category
average has been considerable at 19.77 18.81.
The major motive of this fund is pay out
desirable amounts of returns by investing in
equity and equity related instruments of
pharmaceutical companies.
Source googleimages
7
TATA Pharma and Healthcare Fund
The investment objective of the scheme is to seek
long term capital appreciation by investing at
least 80 of its net assets in equity/equity
related instruments of companies in the pharma
and healthcare sectors in India
viz-Pharmaceuticals-Healthcare Services TATA
India Pharma Healthcare Fund hit the market in
the year 2015. The volume of funds reflected a
gigantic number at 131.79 over the last one
year. TATA India Pharma Healthcare Fund has an
Annualized return of -3.8. Being invested in
equity, its quite is a high risk proposition.
2.6 for 2018, 4.7 for 2017 and 14.7 for 2016
as returns.
Source googleimages
8
UTI Healthcare Fund
The scheme seeks to generate long term capital
appreciation by investing predominantly in equity
and equity related securities of
companies/institutions engaged in the Healthcare
Services Sector. It is one of the oldest pharma
fund, launched in the year 1999 and has a
CAGR/Annualized return of 13 after its
introduction.
Source googleimages
9
SBI Healthcare opportunities fund
They primary investing objective is to provide
the investors with the opportunity of long term
capital appreciation by investing in a
diversified portfolio of equity and equity
related securities in Healthcare space. It is a
portfolio based fund and has given a
CAGR/Annualized return of 12.5 since its launch.
The returns as reported have been -9.9, in 2018,
2.1 in the year 2017 and -14 in the year 2016.
Source googleimages
10
Steps Of Investing in Mutual Funds
11
THINGS TO REMEMBER WHILE INVESTING IN PHARMA
FUNDS.
  • Do not invest lump sum .
  • Select the fund from any top AMCs and invest
    into it.
  • Review the funds more frequently than you do
    with non-sectoral funds.
  • Pull out of the fund when it is high.
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