InvestVerdict
Aditya Birla Sun Life Pharma and Healthcare Fund
Regular Plan · IDCW · Sectoral / Thematic · Scheme code 147408
Fund houseAditya Birla Sun Life Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · IDCW
History7.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.50 | 11.41 | 17.90 | 11.82 | 13.63 | 6.35 | 13.56 | — | 13.18 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Sectoral / Thematic category median |
— | — | — | 5.66 | 15.62 | 12.90 | — | 13.92 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 16.2% | 0.44 | 0.60 | 0.64 | 2.29% | -30.6% | 38.67 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 303 | -21.7% | 8.8% | 54.1% | 28% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.