BAJAJ FINSERV HEALTHCARE FUND - REGULAR - GROWTH

Fund House: Bajaj Finserv Mutual Fund
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 27-12-2024
Asset Class:
Benchmark: BSE Healthcare TRI
TER: 2.36% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: -
Turn over: -

9.98

-0.98%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of pharma, healthcare and allied companies.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BAJAJ FINSERV HEALTHCARE FUND - REGULAR - GROWTH 27-12-2024 - - - - -
HDFC Pharma and Healthcare Fund - Growth Option 05-10-2023 45.27 - - - -
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option 25-07-2018 41.3 42.93 24.13 30.46 -
SBI Healthcare Opportunities Fund - Regular Plan -Growth 14-07-1999 40.16 40.96 24.22 29.95 14.19
DSP Healthcare Fund - Regular Plan - Growth 05-11-2018 39.37 38.23 21.83 30.7 -
LIC MF Healthcare Fund-Regular Plan-Growth 22-02-2019 38.23 33.69 17.14 23.17 -
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 37.98 39.48 20.56 27.61 13.2
Kotak Healthcare Fund - Regular Plan - Growth Option 11-12-2023 35.29 - - - -
ITI Pharma and Healthcare Fund - Regular Plan - Growth Option 08-11-2021 35.09 34.96 19.31 - -
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 28-12-2015 34.58 36.58 20.74 27.45 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Scheme Documents

There are no scheme documents available

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