RELIANCE PHARMA FUND (Equity, Sectoral)

119.66
20.65%
NA
NA
Capital Appreciation
Long Term Horizon
High
2.16%
13 yrs 3 months05 Jun 2004
₹ 1469.8 Cr21 Aug 2017

Similar Funds

Franklin Build India Fund
  • Return (CAGR) 18.25%
  • Crisil Ranking 1
  • Value Research
ICICI Prudential Banking And Financial Services Fund
  • Return (CAGR) 21.63%
  • Crisil Ranking NA
  • Value Research
RELIANCE BANKING FUND
  • Return (CAGR) 25.55%
  • Crisil Ranking NA
  • Value Research
SBI FMCG Fund
  • Return (CAGR) 15.50%
  • Crisil Ranking NA
  • Value Research NA
Baroda Pioneer Banking And Financial Services Fund - Plan A
  • Return (CAGR) 14.50%
  • Crisil Ranking NA
  • Value Research
HDFC Infrastructure Fund
  • Return (CAGR) 6.98%
  • Crisil Ranking 5
  • Value Research
DSP BlackRock Technology.com Fund
  • Return (CAGR) 9.82%
  • Crisil Ranking NA
  • Value Research NA
Birla Sun Life Banking And Financial Services Fund
  • Return (CAGR) 30.49%
  • Crisil Ranking NA
  • Value Research

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)
3 YR
3.31
TenureReturns (CAGR)
5 YR
6.27
10 YR
16.43

Portfolio

Company Name% Assets
Aurobindo Pharma Ltd.9.78
Divi's Laboratories Ltd.9.16
Cipla Ltd.9.15
Abbott India Ltd.9.09
Sun Pharmaceutical Inds. Ltd.9.04
Dr. Reddy's Laboratories Ltd.8.45
Sanofi India Ltd.7.96
Lupin Ltd.6.67
Thyrocare Technologies Ltd.4.84
Healthcare Global Enterprises Ltd.3.7

Top Sectoral Holdings

Sector Name% Assets
Healthcare91.33
Financial2.87

Indicators

Portfolio turnover ratio59
Standard Deviation15.77%
Beta0.91%
Sharpe Ratio0.31

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

© CRISIL Limited 2017. All Rights Reserved