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An open-ended equity scheme investing in pharma & healthcare services sector
- The Fund is a sector oriented equity portfolio - The Fund will predominantly invests in stocks of companies in the pharmaceutical and healthcare services sector - The fund would be agnostic to market capitalization and may take concentrated exposure to certain stocks or sectors
W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment.
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and equity related instruments (minimum 80% of the total assets would be in equity and equity related instruments of companies related to the healthcare services sector): 80-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-20% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) #The fund may invest up to 50% of its debt portfolio in securitized debt.
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equities and equity related securities of companies/institutions engaged in the Healthcare Services Sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Sectoral
An open ended equity scheme investing in the Healthcare Services Sector.
- Focuses on businesses principally engaged in Healthcare & Pharma sector - Bottom-Up stock picking with emphasis on potential long-term growth - High preference for companies with domestic focus & enriched profitability - Focus on companies with technical expertise and sound corporate governance - Agnostic to market cap with bias towards Mid & Small caps
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment predominantly in equity and equity related securities in the Healthcare Services sector. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
An open-ended equity scheme investing in healthcare services sector. The Fund has a high preference for companies with domestic focus, sound technical expertise and corporate governance.