What is Tata India Pharma and Healthcare Fund?

Tata India Pharma and Healthcare Fund is a mutual fund that primarily invests in companies within the pharmaceutical, healthcare, and related sectors. Its objective is to provide long-term capital appreciation by focusing on businesses involved in research, manufacturing, distribution, and services in the healthcare space.

How does Tata India Pharma and Healthcare Fund select stocks?

The fund employs a bottom-up stock picking strategy, focusing on companies with strong fundamentals, robust growth potential, and innovative products or services in the healthcare and pharma sectors. The fund manager also considers market trends, regulatory environment, and company-specific factors such as financial health and management quality.

Is Tata India Pharma and Healthcare Fund a sectoral fund?

Yes, Tata India Pharma and Healthcare Fund is a sectoral fund. It concentrates its investments in the pharma and healthcare sector, targeting companies directly or indirectly linked to these industries.

What are the benefits of investing in the pharma and healthcare sector?

Investing in the pharma and healthcare sector offers potential for long-term growth due to increasing healthcare needs, innovation in medical technology, rising health awareness, and demographic shifts such as aging populations. The sector can also provide some defensive approach, as healthcare is an essential service.

What is the NAV of Tata India Pharma and Healthcare fund?

The Net Asset Value (NAV) of the Tata India Pharma and Healthcare Fund changes daily and can be checked on the Tata Mutual Fund official website or AMFI portal. Please refer to the latest available data for up-to-date NAV figures.

When was Tata India Pharma and healthcare fund Direct Plan-Growth launched?

The Tata India Pharma and Healthcare Fund Direct Plan-Growth was launched on December 28, 2015.

Who should consider investing in this fund?

This fund may be suitable for investors with a very high-risk appetite seeking long-term capital appreciation and who are comfortable with the concentration risk of a sector-focused fund. It is suitable for those wanting exposure to the growth potential of the pharma and healthcare industry.

How does this fund differ from a healthcare index fund?

Unlike a healthcare index fund, which passively tracks a healthcare index, Tata India Pharma and Healthcare Fund is actively managed, allowing the fund manager to dynamically select stocks based on research and market outlook.

What is the risk profile of Tata India Pharma and Healthcare Fund?

Being a sector fund, it carries higher risk due to its concentrated exposure to a single sector. It is subject to sector-specific risks, regulatory changes, and volatility, which may not affect more diversified funds.

How to invest in Tata India Pharma and Healthcare Fund online?

You can invest online directly through the Tata Mutual Fund website, any registered mutual fund distributor, or the app. The process typically involves completing KYC, selecting the fund, entering investment details, and making the payment.

Tata India Pharma and HealthCare Fund -Tata Mutual Fund

Overview

Fund Size (AUM)

₹1345.59 Cr

as on 24 Aug 2025

CAGR

9.62%

1 Year

as on 31 Jul 2025

Expense Ratio

0.61 %

as on 31 Jul 2025

Fund Age

9 years 8 months

since 28 Dec 2015

Exit Load

0.25% of NAV

Within 30 days

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Key Measures**	Fund	Benchmark
Standard Deviation	15.78	16.88
Sharp Ratio	1.11	0.95
Portfolio Beta	0.89	NA
R Squared	0.96	NA
Treynor	1.64	NA
Jenson	0.26	NA

Portfolio Macauley Duration
Modified Duration
Average Maturity
YTM*	NA

				Current value of ₹10,000 invested
	Annualized (%)	Nifty Pharma TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)	Annualized (%)	Nifty Pharma TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)
Since Inception	14.39%	7.64%	14.02%	₹36,330	₹20,276	₹35,230
Last 5 Years	21.97%	16.21%	18.88%	₹27,004	₹21,206	₹23,751
Last 3 Years	25.91%	22.19%	14.29%	₹20,000	₹18,275	₹14,946
Last 1 Year	9.62%	5.45%	0.54%	₹10,962	₹10,545	₹10,054

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