RELIANCE PHARMA FUND (Equity, Sectoral)

139.18
21.51%
NA
NA
Capital Appreciation
Long Term Horizon
High
2.12%
13 yrs 7 months05 Jun 2004
₹ 1687.1 Cr08 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

No entry load will be charged for Subscriptions/Switch Ins W.E.F August 01, 2009. Exit Load for all subscriptions W.E.F August 24, 2009 is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment

Investment Objective

The scheme seeks to generate consistent returns by investing in equity / equity related or fixed income securities of pharma and other associated companies.

Scheme Documents

TenureReturns (CAGR)
YTD
3.80
1 Month
2.69
3 Month
13.02
3 YR
3.61
TenureReturns (CAGR)
1 YR
13.49
2 YR
3
3 YR
1.36
5 YR
10.41
10 YR
18.33

Portfolio

Company Name% Assets
Divi's Laboratories Ltd.10.46
Dr. Reddy's Laboratories Ltd.9.66
Sun Pharmaceutical Inds. Ltd.9.51
Cipla Ltd.9.12
Aurobindo Pharma Ltd.8.11
Abbott India Ltd.8.04
Sanofi India Ltd.7.56
Thyrocare Technologies Ltd.6.71
Lupin Ltd.5.18
Biocon Ltd.5.13

Top Sectoral Holdings

Sector Name% Assets
Healthcare94.48
Financial2.29

Indicators

Portfolio turnover ratio59
Standard Deviation14.56%
Beta0.84%

Sailesh Raj Bhan

Mr. Bhan is an MBA (Finance) and CFA.
Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.

Other Funds Managed by Sailesh Raj Bhan

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