Pharma Health Plus
Managed by Meera Iyer
SECTOR - HEALTHCARE
PMS
HEALTHCARE
PHARMA
Returns (Since Inception)
18.2%CAGR
AUM
6K CrINR
Min Investment
50.0 LINR
Investment Approach
Concentrated healthcare portfolio targeting pharma, hospitals, diagnostics, and medtech companies in India's growing healthcare ecosystem. The strategy benefits from rising healthcare spending, insurance penetration, and aging demographics.
Inception Date2019-05-01
BenchmarkNifty Pharma
Fee Structure
Fixed Management Fee2% p.a.
Performance Fee18% of profits above 12% hurdle
Exit Load2% if redeemed < 1yr
Risk Metrics
Volatility
17.2%
Beta
0.95
Downside Capture
78%
Upside Capture
112%
Disclaimer
Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.
Key Numbers
Sharpe Ratio1.55
Max Drawdown-17.2%
Min Investment50.0 L
Lock-in Period1 Year
Risk LevelHigh