Aditya Birla SL Pharma & Healthcare Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Pharma & Healthcare Fund (G) (40565) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Pharma & Healthcare Fund (G)
Aditya Birla Sun Life AMC Ltd
The scheme provides long term capital appreciation by investing in equity/equity related instruments of the companies in the Pharmaceuticals, Healthcare and Allied sectors in India. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Below Average
Aditya Birla SL Pharma & Healthcare Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Alpha Generation
Outperformance vs benchmark
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 9.59% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 11.38% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 7.31% |
| Cipla Ltd | Pharmaceuticals | 6.73% |
| Fortis Healthcare Ltd | Healthcare | 5.19% |
| Abbott India Ltd | Pharmaceuticals | 5.10% |
| Torrent Pharmaceuticals Ltd | Pharmaceuticals | 4.40% |
| Lupin Ltd | Pharmaceuticals | 4.34% |
| Ajanta Pharma Ltd | Pharmaceuticals | 4.08% |
| Ipca Laboratories Ltd | Pharmaceuticals | 3.72% |
| Aurobindo Pharma Ltd | Pharmaceuticals | 3.55% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Aditya Birla SL Pharma & Healthcare Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 13.18% | -7.36% | 10.35% |
Category Average Returns
Dhaval Shah
A seasoned investment professional with over 7 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.