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This Healthcare Fund SIP Given 53.73% Returns In 3 Years, SIP Starts At Rs 500
Investors frequently look to the healthcare industry to protect their money. This is because the demand for healthcare services does not change much with market conditions, ensuring that the capital invested is adequately protected. Investing in a pharma or healthcare sector mutual fund could offer good returns. One such fund is DSP Healthcare Fund. Here, we highlighted the fund's return performance and portfolio. Read to know more.
DSP Healthcare Fund- Direct Plan-Growth
DSP Healthcare Fund Direct-Growth is an equity healthcare sector mutual fund scheme from DSP Mutual Fund. It was launched on 30th November 2018. It is an open-ended fund. As on February 28, 2022, it has an asset under management of Rs 1,258.28 Crores and as on 11 Mar 2022, its latest declared Net Asset Value (NAV) is Rs 22.79. The fund has 0.83% expense ratio, less than its category average expense ratio.
The fund is managed by Vinit Sambre, Jay Kothari, and Chirag Dagli. It is a highly risky fund. However, the fund has potentially beat inflation in the long run. Investors who are looking for long-term capital gain and ready to bet on healthcare sectors can bet on this mutual fund and expect good returns. Investors should note, the returns are not guaranteed and also could attract losses as it is an equity mutual fund.
The scheme's principal investment goal is to create consistent returns by investing primarily in pharmaceutical and healthcare firms' stock and equity-related instruments.
Returns and SIP Performance
Absolute and Annualised Returns
The fund didn't perform as per category average return.
| Invested For | Absolute Returns | Annualised Returns | Category Avg |
|---|---|---|---|
| 1 Year | 14.49% | 14.45% | 14.83% |
| 2 Year | 89.98% | 37.83% | 29.68% |
| 3 Year | 120.98% | 30.22% | 17.31% |
| Since Inception | 127.90% | 28.55% | 14.95% |
Source - Money Control
SIP Returns
The 1 Year return is negative.
| Invested for | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | -0.65% | -1.21% |
| 2 Year | 21.56% | 20.06% |
| 3 Year | 53.73% | 30.05% |
Source - Money Control
Portfolio
The fund has an investment in Indian equities worth 85.77 percent, with 35.5 percent in large-cap stocks, 15.51 percent in mid-cap stocks, and 15.68 percent in small-cap stocks. Direct Growth DSP Healthcare Fund has invested heavily in the Cash Equivalent, Health, and Financial Services industries. In comparison to other funds in the category, it has less exposure to the healthcare and insurance industries. Sun Pharmaceutical Inds. Ltd., Cipla Ltd., Max Healthcare Institute Ltd., Apollo Hospitals Enterprise Ltd., and Ipca Laboratories Ltd. are the fund's top five holdings.
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
