Top 7 Pharma Mutual Funds With Best Annualised SIP Returns in 5 Years: Rs 12,500 SIP in No. 1 fund has turned into Rs 17.1 lakh; know others' performance
Top 7 pharma SIP mutual funds in 5 Years: ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan is the top pharma mutual fund in terms of annualised SIP returns (XIRR) with 33.48 per cent returns in 5 years.
Top 7 pharma SIP mutual funds in 5 Years: Among all top achiever equity mutual fund categories in terms of annualised returns (CAGR), the pharma mutual fund category stands just behind the thematic PSU and sectoral infrastructure categories. The pharma category has given 52.02 per cent annualised returns in 1 year, 18.19 per cent in 3 years, 29.08 per cent in 5 years, and 14.89 per cent in the 10-year period, as per Value Research data. The category falls under sectoral funds and has 80 per cent of its investments in pharma stocks. In this write-up, go through the list of the top 7 health mutual funds and also get to know how the Rs 12,500 monthly SIP in each of them has grown to 5 years.
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ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan
The fund has given 33.48 per cent annualised SIP returns in the 5-year period.
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan
The fund has assets under management (AUM) of Rs 4,808 crore, while its net asset value (NAV) is Rs 41.9500.
A Rs 12,500 monthly SIP in the fund in 5 years, or a total investment of Rs 7,50,000, has turned into Rs 17,01,534.
DSP Healthcare Fund - Direct Plan
The fund has given 32.14 per cent annualised SIP returns in the 5-year time frame.
It has an asset base of Rs 2,934 crore, while its NAV is Rs 44.3830.
DSP Healthcare Fund - Direct Plan
A Rs 12,500 monthly SIP in the fund has converted into Rs 16,48,758 in the 5-year period.
Tata India Pharma & Healthcare Fund - Direct Plan
The fund has given 31.13 per cent annualised SIP returns in 5 years.
The fund has AUM of Rs 1,183 crore, while its NAV is Rs 36.1747.
Tata India Pharma & Healthcare Fund - Direct Plan
A Rs 12,500 monthly SIP in the fund has swelled to Rs 16,10,288 in the 5-year time frame.
SBI Healthcare Opportunities Fund - Direct Plan
The fund has given 31.32 per cent annualised SIP returns in the 5-year period.
Its AUM is Rs 3,203 crore, while its NAV is Rs 478.3884.
SBI Healthcare Opportunities Fund - Direct Plan
A Rs 12,500 monthly SIP in the fund has grown to Rs 16,17,289 in the 5-year period.
Mirae Asset Healthcare Fund - Direct Plan
The fund has given 31.06 per cent annualised SIP returns in the 5-year time frame.
It has an asset base of Rs 2,759 crore, while its NAV is Rs 43.4200.
Mirae Asset Healthcare Fund - Direct Plan
A Rs 12,500 monthly SIP in the fund has jumped to Rs 16,07,581 in 5 years.
UTI Healthcare Fund - Direct Plan
The fund has given 30.46 per cent annualised SIP returns in 5 years.
The fund has AUM of Rs 1,168 crore, while its NAV is Rs 322.8762.
UTI Healthcare Fund - Direct Plan
A Rs 12,500 monthly SIP in the fund has turned into Rs 15,84,808 in the 5-year period.
Nippon India Pharma Fund - Direct Plan
The fund has given 29.91 per cent annualised SIP returns in the 5-year period.
The fund's AUM is Rs 8,648 crore, while its NAV is Rs 580.9854.
Nippon India Pharma Fund - Direct Plan
A Rs 12,500 monthly SIP in the fund has converted into Rs 15,64,663 in the 5-year time frame.