myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC Pharma and Healthcare

Opening:

14th September 2023

Closing:

28th September 2023

Minimum Investment:

Rs. 100/- and any amount thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% is payable if units are redeemed/switched-out within 1 year from the date of allotment

Fund Stats

Objective:

To provide long-term capital appreciation by investing predominantly in equity and equity related securities of Pharma and healthcare companies.

Benchmark:

BSE HEALTHCARE

Fund Manager:

Nikhil Mathur, Dhruv Muchhal

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund	29.46(6M)	25.18(1Y)
Aditya Birla Sun Life Pharma & Healthcare Fund	28.25(6M)	19.70(1Y)

Fund Prognosis

Idea Distiller

The pharma sector is getting some attention and for a house as big as HDFC surely there are reasons.

Fund House AAUM:
Rs. 48989374.55 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 10 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Not much really. It is a not so deep a sector and frankly its your call as I don’t have any.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028