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 (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 0
Minimum Topup: 0
Total Assets: 283 Cr As on 28-02-2025(Source:AMFI)
Turn over: -

9.08

-9.91%

PERFORMANCE

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

Created with Highstock 2.1.5Rate of ReturnBAJAJ FINSERV HEALTHCARE FUND - REGULAR -GROWTHBAJAJ FINSERV HEALTHCARE FUND - REGULAR - GROWTHNIFTY 50 TRIEquity: Sectoral-Pharma and HealthcareGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-20-10010203040Advisorkhoj.com
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
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 04-10-2023 29.56 - - - -
WhiteOak Capital Pharma and Healthcare Fund Regular Plan Growth 06-02-2024 27.98 - - - -
SBI Healthcare Opportunities Fund - Regular Plan -Growth 14-07-1999 20.79 38.64 22.99 30.42 11.65
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 20.07 37.55 19.78 28.47 10.7

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

27.44%

Others

7.75%

Large Cap

38.79%

Mid Cap

26.02%

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