Mutual Fund SIP Returns - Equity: Sectoral-Pharma and Healthcare
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| HDFC Pharma and Healthcare Fund Gr | HDFCMF | 04-10-2023 | 1,634.08 | 2.03 | 36000.0 | 38852.33 | 17.89 |
| WhiteOak Capital Pharma and Healthcare Fund Reg Gr | WhiteOakCapitalMF | 06-02-2024 | 303.62 | 2.37 | 36000.0 | 38512.97 | 15.71 |
| SBI HEALTHCARE Opportunities Reg Gr | Invest Online | SBIMF | 14-07-1999 | 3,610.51 | 1.94 | 36000.0 | 38321.92 | 14.57 |
| ICICI Pru Pharma Healthcare and Diagnostics PHD Fund Cum | ICICIMF | 25-07-2018 | 4,914.64 | 1.94 | 36000.0 | 37654.2 | 10.25 |
| UTI Healthcare Reg Gr | UTIMF | 05-08-2005 | 1,042.04 | 2.25 | 36000.0 | 37323.93 | 8.17 |
| Nippon India Pharma Fund Gr Gr | NipponIndiaMF | 01-06-2004 | 8,080.19 | 1.82 | 36000.0 | 37258.39 | 7.76 |
| Mirae Asset Healthcare Reg Gr | Invest Online | MiraeMF | 10-07-2018 | 2,667 | 1.96 | 36000.0 | 37199.64 | 7.4 |
| LIC MF Healthcare Fund Reg Gr | Invest Online | LICMF | 22-02-2019 | 82.69 | 2.45 | 36000.0 | 37171.11 | 7.22 |
| ITI Pharma and Healthcare Fund Reg Gr | ITIMF | 08-11-2021 | 214 | 2.35 | 36000.0 | 37160.22 | 7.15 |
| Tata India Pharma & Healthcare Reg Gr | TataMF | 28-12-2015 | 1,184 | 2.17 | 36000.0 | 37104.91 | 6.81 |
| Kotak Healthcare Reg Gr | KotakMF | 11-12-2023 | 411.54 | 2.39 | 36000.0 | 36873.21 | 5.37 |
| ABSL Pharma and Healthcare Reg Gr | ABSLMF | 05-07-2019 | 814.95 | 2.34 | 36000.0 | 36758.62 | 4.66 |
| DSP Healthcare Reg Gr | DSPMF | 05-11-2018 | 3,018.76 | 1.93 | 36000.0 | 36145.49 | 0.89 |
| Quant Healthcare Fund Reg Gr | QuantMF | 11-07-2023 | 367.78 | 2.42 | 36000.0 | 34982.18 | -6.12 |
| Category Average | - | - | - | - | 36000.0 | 37237.08 | 7.7 |
| Nifty Pharma TRI | - | 01-01-2001 | - | - | 36000.0 | 36568.11 | 3.5 |
Mutual Fund SIP Returns helps you get monthly SIP returns instantly for all mutual fund schemes in a category of your choice. You can select any period - between 1 year to 22 years - select the monthly SIP amount from the drop down, from Rs 1,000/ 2,000, 3,000, 5,000, 10,000, 15,000, 20,000, 25,000, 30,000, 35,000, 40,000, 45,000 and 50,000. Along with the monthly SIP returns of each scheme in the selected category, you also get the AMC name, launch date, AUM (in Crores), expense ratio, Total amount invested in the selected period and the total current value along with the SIP return percentage in XIRR. At the end of the table, you get to see the Scheme Category average SIP returns and the benchmark SIP returns. This help you figure out how the scheme monthly SIP returns have done compared to the category and Benchmark monthly SIP returns. The results can be downloaded in excel.
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