NSE ScannerAditya Birla Sun Life Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Aditya Birla Sun Life Pharma and Healthcare Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +21.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.9%.
On 3-year return it ranks 18 of 138 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹35,897 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.1% | +1.9% |
| 3 months | -2.6% | -5.1% |
| 6 months | +12.0% | -3.2% |
| 1 year | +14.2% | -10.2% |
| 3 years (yearly) | +21.1% | +7.4% |
| 5 years (yearly) | +14.8% | +6.5% |
| Since start (yearly) | +20.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,32,352 | +17.2% |
| 3 years | ₹3,60,000 | ₹4,48,081 | +14.1% |
| 5 years | ₹5,90,000 | ₹9,29,086 | +18.0% |
Top holdings (30 Sept 2026)
Fund size ₹1,078 crore · 39 holdings · 97.9% in equity
| Company | Industry | Weight |
|---|---|---|
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | 9.28% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | 8.61% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | 6.44% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | 6.38% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | 4.52% |
| Sai Life Sciences Ltd. | Pharmaceuticals & Biotechnology | 4.49% |
| Ajanta Pharma Ltd. | Pharmaceuticals & Biotechnology | 4.35% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | 3.62% |
| Dr. Lal Path labs Ltd. | Healthcare Services | 3.51% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | 3.26% |
| Emcure Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | 3.21% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | 2.94% |
| IPCA Laboratories Ltd. | Pharmaceuticals & Biotechnology | 2.71% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | 2.70% |
| Fortis Healthcare Ltd. | Healthcare Services | 2.42% |
Largest industries: Pharmaceuticals & Biotechnology 74.9%, Healthcare Services 21.6%, Insurance 0.7%, Chemicals & Petrochemicals 0.7%.
Other plan of this fund: Aditya Birla Sun Life Pharma and Healthcare Fund - Regular Plan - Growth