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Tata India Pharma & Healthcare Fund

Tata India Pharma & 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

US generics have been at the forefront of growth for Indian companies & in our view, would remain a prominent earnings driver. The US is the world's largest generics market (USD 50 bn); Indian companies have increased their market share in US generics from 16% in 2008 to 22%+ now (total prescriptions - TRx), still leaving scope for further inroads. The US now accounts for 33% of overall revenues of Indian companies, having grown at 34% CAGR over the last five years (FY09-14), buoyed by patent expirations (including exclusivities) & steady market share gains on new products. Apart from the US, global emerging markets, domestic Indian market & also medical tourism are the growth drivers for this sector.

Tata India Pharma & Healthcare Fund is an open-ended equity scheme that predominantly invests in equity & equity related instruments of companies from Pharma & Healthcare oriented sectors in India.

Asset Allocation

Under normal circumstances, funds of the Scheme, shall (after providing for all ongoing expenses) be invested as per the indicative asset allocation pattern as given below:

Indicative Allocation (% of Total Assets)
Risk Profile
Equity & equity related instruments^ of companies in the Pharma & Healthcare sectors.
Debt & Money Market Instruments*
Low to Medium

Fund Manager will follow the AMFI sector classification (i.e Healthcare Services Sector & Pharma Sector) for deciding the investment universe for the scheme.

^ The Scheme will comply with all the applicable circulars issued by SEBI as regard to derivatives viz. SEBI Circular no. SEBI/MFD/CIR No. 03/158/03 dated June 10, 2003, no. DNPD/Cir-29/2005 dated September 14, 2005, no. SEBI/IMD/CIR No. 9/108562/07 dated November 16, 2007, no. Cir/IMD/ DF/ 11/ 2010 dated August 18, 2010. The cumulative gross exposure to equity, equity related instruments, debt, money market instruments & derivatives shall not exceed 100% of the net assets of the scheme. The exposure to derivatives will not exceed 50% of the net assets of the scheme.

The scheme does not seek to invest in securitized debt. The scheme does not seek to invest in foreign securities. The Scheme does not seek to participate in repo/reverse repo in corporate debt securities. The Scheme does not seek to participate in credit default swaps. The Scheme may engage in short selling of securities in accordance with the framework relating to short selling & securities lending & borrowing specified by SEBI.

Not more than 20% of the net assets of the scheme can be deployed in stock lending. The scheme would limit its exposure, with regards to securities lending, for a single intermediary, to the extent of 5% of the total net assets of the scheme at the time of lending.

Due to market conditions, the AMC may invest beyond the range set out above. Such deviations shall normally be for a short term purpose only for defensive considerations & such deviation shall be subjected to 30 days rebalancing period.

For detailed information kindly refer the Scheme Information Document.

Who should invest / Key Attributes
  • Ideal for Investors:
    • Looking to participate in potential Capital appreciation opportunities in Pharma & Healthcare sector benefiting from Indian economic growth.
    • Investors with higher risk profile looking to invest in a theme oriented Scheme.
  • Key Attributes:
    • Invests in fundamentally strong companies from Pharma & Healthcare Sector in India.
    • Benefits of Multiple Fund Managers as the Fund is managed by ‘Lead Fund Manager’ & supported additionally by one or more Fund Managers in the portfolio management process.

Fund Manager

Sonam Udasi

Sonam Udasi Backed with 18 years of his expertise in Equities Research is presently the Fund Manager for many of the equity schemes at Tata Asset Management, since April 2016. Sonam joined Tata Asset Management as Head Research in April 2014. He has also served as the Principal Officer for the PMS vertical of Tata Asset Management. Prior to joining Tata Asset Management, Sonam headed the Research Team at IDBI Capital Market Services Ltd. for 4 years. During this tenure, IDBI Capital Research Team was rated as No. 3 “Top Most Award Winning Team” by Thomson Reuters Starmine Awards for Excellence for Fiscal Year 2013. He started his career as an Analyst with the Quantum Group headed by Ajit Dayal, building expertise in sectors like Consumer Staples, Retail, Media, Pharma and Utilities. He later joined JM Financial AMC as Senior Analyst reporting to the CIO. Apart from this, he has also worked with erstwhile ASK Raymond James and BRICS Securities (Head – Consumer Vertical). Sonam has a Post Graduate Diploma in Business Administration, specializing in Finance.

Rupesh Patel : Co-Fund Manager

At 38, Rupesh has more than 14 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects. He has worked in Equity Research and as Head of TATA PMS investments during his association with Tata Asset Management Limited since May 2008. Prior to joining Tata Asset Management, he worked with Indiareit Fund Advisors Private Limited in their investments team and also held directorships to represent Indiareit Fund Advisors Private Limited on the boards of investee companies. He also worked as head of the corporate sector ratings group at Credit Analysis & Research Limited (CARE). Mr. Rupesh Patel is a graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat.

Performance Data

The Scheme is a new scheme & does not have any performance track record.

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Scheme Information

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of it’s net assets in equity/equity related instruments of the companies in the Pharma & Healthcare sectors in India.
However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Nature of the Scheme:

An Open Ended Pharma & Healthcare Services Sector Scheme

Options / Plan
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan
  • - Growth
  • - Dividend
Entry Load
Not Applicable
Exit Load

1% of the applicable NAV, if redeemed or switch out from the scheme on or before expiry of 365 days from the date of allotment of units.

Min. Purchase Amount
5, 000/- & in multiple of 1/- thereafter.
Min. Additional Purchase Amt.
1, 000/- & in multiple of 1/- thereafter.
Min. Redemption Amt. / Units*
500/- or 50 units.
Systematic Investment Plan
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1, 000/-
Quarterly 6 1, 000/-
4 1, 500/-
Systematic Withdrawal Plan




Monthly / Quarterly

Min.Withdrawal Amt.


*There is no minimum amount requirement in case unitholder is opting for an all units switch.

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