How to Invest in Tata India Pharma & HealthCare Fund Direct Growth?

You can easily invest in Tata India Pharma & HealthCare Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Tata India Pharma & HealthCare Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Tata India Pharma & HealthCare Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata India Pharma & HealthCare Fund Direct Growth provide?

The Tata India Pharma & HealthCare Fund Direct Growth has been there from 28 Dec 2015 and the average annual returns provided by this fund is 29.50% since its inception.

How much expense ratio is charged by Tata India Pharma & HealthCare Fund Direct Growth?

The term Expense Ratio used for Tata India Pharma & HealthCare Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Tata India Pharma & HealthCare Fund Direct Growth is 0.90% as of 06 Dec 2023...

What is the AUM of Tata India Pharma & HealthCare Fund Direct Growth?

The AUM, short for Assets Under Management of Tata India Pharma & HealthCare Fund Direct Growth is ₹666.91Cr as of 06 Dec 2023.

How to Redeem Tata India Pharma & HealthCare Fund Direct Growth?

If you want to sell your Tata India Pharma & HealthCare Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata India Pharma & HealthCare Fund Direct Growth?

You can select either SIP or Lumpsum investment of Tata India Pharma & HealthCare Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Tata India Pharma & HealthCare Fund Direct Growth?

The NAV of Tata India Pharma & HealthCare Fund Direct Growth is ₹24.78 as of 05 Dec 2023.

What is the PE and PB ratio of Tata India Pharma & HealthCare Fund Direct Growth?

The PE ratio ratio of Tata India Pharma & HealthCare Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Tata India Pharma & HealthCare Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Tata India Pharma & HealthCare Fund Direct Growth
Equity
Sectoral / Thematic
Very High Risk
31%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 05 Dec 2023₹24.78
Min. SIP amount₹150
Rating3
Fund size₹666.91Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.5%16.3%22.0%12.1%
Category average25.7%13.6%19.9%NA
Rank with in category442NA
Understand terms
Holdings (28)NameSectorInstrumentAssets
Sun Pharmaceutical Industries Ltd.
HealthcareEquity12.5%
Lupin Ltd.
HealthcareEquity10.9%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity9.4%
Aurobindo Pharma Ltd.
HealthcareEquity7.8%
Cipla Ltd.
HealthcareEquity7.3%
Divi's Laboratories Ltd.
HealthcareEquity5.3%
Alkem Laboratories Ltd.
HealthcareEquity4.6%
Fortis Healthcare Ltd.
HealthcareEquity4.1%
Apollo Hospitals Enterprise Ltd.
HealthcareEquity3.9%
Zydus Lifesciences Ltd.
HealthcareEquity3.3%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
Dec 2023 - Present
90%
Dec 2023 - 03 Dec 2023
90%
Dec 2023 - 02 Dec 2023
90%
Nov 2023 - 01 Dec 2023
90%
Nov 2023 - 30 Nov 2023
91%
Nov 2023 - 29 Nov 2023
91%
Nov 2023 - 28 Nov 2023
91%
Nov 2023 - 27 Nov 2023
91%
Nov 2023 - 26 Nov 2023
91%
Nov 2023 - 25 Nov 2023
91%
Nov 2023 - 24 Nov 2023
91%
Nov 2023 - 23 Nov 2023
91%
Nov 2023 - 22 Nov 2023
91%
Nov 2023 - 21 Nov 2023
91%
Nov 2023 - 20 Nov 2023
91%
Nov 2023 - 19 Nov 2023
91%
Nov 2023 - 18 Nov 2023
91%
Nov 2023 - 17 Nov 2023
91%
Nov 2023 - 16 Nov 2023
92%
Nov 2023 - 15 Nov 2023
92%
Nov 2023 - 14 Nov 2023
91%
Nov 2023 - 13 Nov 2023
91%
Nov 2023 - 12 Nov 2023
92%
Nov 2023 - 11 Nov 2023
92%
Nov 2023 - 10 Nov 2023
92%
Nov 2023 - 09 Nov 2023
92%
Nov 2023 - 08 Nov 2023
92%
Nov 2023 - 07 Nov 2023
92%
Nov 2023 - 06 Nov 2023
93%
Nov 2023 - 05 Nov 2023
93%
Nov 2023 - 04 Nov 2023
93%
Nov 2023 - 03 Nov 2023
93%
Nov 2023 - 02 Nov 2023
93%
Oct 2023 - 01 Nov 2023
93%
Oct 2023 - 31 Oct 2023
93%
Oct 2023 - 30 Oct 2023
93%
Oct 2023 - 29 Oct 2023
93%
Oct 2023 - 28 Oct 2023
93%
Oct 2023 - 27 Oct 2023
93%
Oct 2023 - 26 Oct 2023
93%
Oct 2023 - 25 Oct 2023
93%
Oct 2023 - 24 Oct 2023
93%
Oct 2023 - 23 Oct 2023
93%
Oct 2023 - 22 Oct 2023
93%
Oct 2023 - 21 Oct 2023
93%
Oct 2023 - 20 Oct 2023
92%
Oct 2023 - 19 Oct 2023
92%
Oct 2023 - 18 Oct 2023
92%
Oct 2023 - 17 Oct 2023
92%
Oct 2023 - 16 Oct 2023
92%
Oct 2023 - 15 Oct 2023
92%
Oct 2023 - 14 Oct 2023
92%
Oct 2023 - 13 Oct 2023
92%
Oct 2023 - 12 Oct 2023
93%
Oct 2023 - 11 Oct 2023
93%
Oct 2023 - 10 Oct 2023
93%
Oct 2023 - 09 Oct 2023
93%
Oct 2023 - 08 Oct 2023
93%
Oct 2023 - 07 Oct 2023
93%
Oct 2023 - 06 Oct 2023
93%
Oct 2023 - 05 Oct 2023
93%
Oct 2023 - 04 Oct 2023
93%
Oct 2023 - 03 Oct 2023
92%
Oct 2023 - 02 Oct 2023
92%
Sep 2023 - 01 Oct 2023
92%
Sep 2023 - 30 Sep 2023
92%
Sep 2023 - 29 Sep 2023
93%
Sep 2023 - 28 Sep 2023
93%
Sep 2023 - 27 Sep 2023
93%
Sep 2023 - 26 Sep 2023
93%
Sep 2023 - 25 Sep 2023
93%
Sep 2023 - 24 Sep 2023
93%
Sep 2023 - 23 Sep 2023
93%
Sep 2023 - 22 Sep 2023
93%
Sep 2023 - 21 Sep 2023
93%
Sep 2023 - 20 Sep 2023
93%
Sep 2023 - 19 Sep 2023
93%
Sep 2023 - 18 Sep 2023
92%
Sep 2023 - 17 Sep 2023
92%
Sep 2023 - 16 Sep 2023
92%
Sep 2023 - 15 Sep 2023
93%
Sep 2023 - 14 Sep 2023
93%
Sep 2023 - 13 Sep 2023
93%
Sep 2023 - 12 Sep 2023
93%
Sep 2023 - 11 Sep 2023
93%
Sep 2023 - 10 Sep 2023
93%
Sep 2023 - 09 Sep 2023
93%
Sep 2023 - 08 Sep 2023
93%
Sep 2023 - 07 Sep 2023
93%
Sep 2023 - 06 Sep 2023
93%
Sep 2023 - 05 Sep 2023
93%
Sep 2023 - 04 Sep 2023
93%
Sep 2023 - 03 Sep 2023
93%
Sep 2023 - 02 Sep 2023
93%
Aug 2023 - 01 Sep 2023
93%
Jul 2023 - 31 Aug 2023
94%
Jun 2023 - 31 Jul 2023
97%
May 2023 - 30 Jun 2023
99%
Apr 2023 - 31 May 2023
00%
Mar 2023 - 30 Apr 2023
01%
Feb 2023 - 31 Mar 2023
01%
Jan 2023 - 28 Feb 2023
00%
Dec 2022 - 31 Jan 2023
00%
Dec 2022 - 31 Dec 2022
00%
Dec 2022 - 31 Dec 2022
00%
Nov 2022 - 31 Dec 2022
99%
Nov 2022 - 30 Nov 2022
99%
Nov 2022 - 30 Nov 2022
99%
Oct 2022 - 30 Nov 2022
99%
Oct 2022 - 31 Oct 2022
99%
Oct 2022 - 31 Oct 2022
99%
Oct 2022 - 31 Oct 2022
99%
Oct 2022 - 31 Oct 2022
99%
Sep 2022 - 31 Oct 2022
99%
Sep 2022 - 30 Sep 2022
99%
Sep 2022 - 30 Sep 2022
99%
Aug 2022 - 30 Sep 2022
99%
Aug 2022 - 31 Aug 2022
99%
Jul 2022 - 31 Aug 2022
99%
Jul 2022 - 31 Jul 2022
99%
Jun 2022 - 31 Jul 2022
01%
Jun 2022 - 30 Jun 2022
01%
May 2022 - 30 Jun 2022
00%
May 2022 - 31 May 2022
00%
Apr 2022 - 31 May 2022
98%
Apr 2022 - 30 Apr 2022
98%
Mar 2022 - 30 Apr 2022
07%
Mar 2022 - 31 Mar 2022
07%
Feb 2022 - 31 Mar 2022
09%
Feb 2022 - 28 Feb 2022
09%
Jan 2022 - 28 Feb 2022
08%
Dec 2021 - 31 Jan 2022
06%
Nov 2021 - 31 Dec 2021
07%
Oct 2021 - 30 Nov 2021
07%
Sep 2021 - 31 Oct 2021
06%
Aug 2021 - 30 Sep 2021
05%
Jul 2021 - 31 Aug 2021
06%
Jun 2021 - 31 Jul 2021
11%
May 2021 - 30 Jun 2021
13%
Apr 2021 - 31 May 2021
10%
Mar 2021 - 30 Apr 2021
07%
Feb 2021 - 31 Mar 2021
19%
Jan 2021 - 28 Feb 2021
19%
Dec 2020 - 31 Jan 2021
19%
Nov 2020 - 31 Dec 2020
20%
Oct 2020 - 30 Nov 2020
20%
Sep 2020 - 31 Oct 2020
20%
Aug 2020 - 30 Sep 2020
20%
Jul 2020 - 31 Aug 2020
20%
Jun 2020 - 31 Jul 2020
20%
May 2020 - 30 Jun 2020
20%
Apr 2020 - 31 May 2020
20%
Mar 2020 - 30 Apr 2020
05%
Feb 2020 - 31 Mar 2020
15%
Jan 2020 - 29 Feb 2020
15%
Dec 2019 - 31 Jan 2020
15%
Nov 2019 - 31 Dec 2019
16%
Oct 2019 - 30 Nov 2019
16%
Sep 2019 - 31 Oct 2019
16%
Aug 2019 - 30 Sep 2019
16%
Jul 2019 - 31 Aug 2019
15%
Jun 2019 - 31 Jul 2019
15%
May 2019 - 30 Jun 2019
15%
Apr 2019 - 31 May 2019
15%
Mar 2019 - 30 Apr 2019
01%
Feb 2019 - 31 Mar 2019
98%
Jan 2019 - 28 Feb 2019
06%
Dec 2018 - 31 Jan 2019
06%
Nov 2018 - 31 Dec 2018
06%
Oct 2018 - 30 Nov 2018
09%
Sep 2018 - 31 Oct 2018
09%
Aug 2018 - 30 Sep 2018
09%
Jul 2018 - 31 Aug 2018
94%
Jun 2018 - 31 Jul 2018
09%
May 2018 - 30 Jun 2018
26%
Apr 2018 - 31 May 2018
26%
Mar 2018 - 30 Apr 2018
26%
Jan 2018 - 31 Mar 2018
51%
Dec 2017 - 31 Jan 2018
51%
Nov 2017 - 31 Dec 2017
50%
Oct 2017 - 30 Nov 2017
50%
Expense ratio, exit load and taxExpense ratio: 0.90%Inclusive of GST
Exit loadExit load of 0.25% if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150
Fund managementMeeta Shetty
Nov 2018 - Present
View details
Education
Ms. Shetty is Bachelor in Economics and CFA Charterholder
Experience
Prior to joining TATA Mutual Fund, she has worked with Kotak Securities, HDFC Securities, AMSEC(Asian Market Securities), Dalal & Broacha Stock Broking and karvey Stock Broking.
Also manages these schemes
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Digital India Fund Direct Growth
Tata India Pharma & HealthCare Fund Direct Growth
Tata Focused Equity Fund Direct Growth
Tata Nifty India Digital ETF FoF Direct Growth
Fund house & investment objective
Tata Mutual Fund
Rank (total assets)#14 in India
Total AUM₹1,25,001.19Cr
Date of Incorporation30 Jun 1995
 Tata India Pharma & HealthCare Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rupesh Patel, Sonam Udasi is the Current Fund Manager of Tata India Pharma & HealthCare Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,25,001 Cr and the Latest NAV as of 05 Dec 2023 is ₹24.78.
The Tata India Pharma & HealthCare Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days.
;
Investment ObjectiveThe scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.
;
Fund benchmarkNIFTY Pharma Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
Jun 1995
E-mail
[email protected]
Website
www.tatamutualfund.com
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Tata India Pharma & HealthCare Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	29.5%	16.3%	22.0%	12.1%
Category average	25.7%	13.6%	19.9%	NA
Rank with in category	4	4	2	NA

Name	Sector	Instrument	Assets
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	12.5%
Lupin Ltd.	Healthcare	Equity	10.9%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	9.4%
Aurobindo Pharma Ltd.	Healthcare	Equity	7.8%
Cipla Ltd.	Healthcare	Equity	7.3%
Divi's Laboratories Ltd.	Healthcare	Equity	5.3%
Alkem Laboratories Ltd.	Healthcare	Equity	4.6%
Fortis Healthcare Ltd.	Healthcare	Equity	4.1%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	3.9%
Zydus Lifesciences Ltd.	Healthcare	Equity	3.3%

Rank (total assets)	#14 in India
Total AUM	₹1,25,001.19Cr

Date of Incorporation	30 Jun 1995

Fund benchmark	NIFTY Pharma Total Return Index

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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	3
Fund size	₹666.91Cr

Tata India Pharma & HealthCare Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (28)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.90%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Meeta ShettyNov 2018 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Meeta Shetty
Nov 2018 - Present
View details