SBI Pharma Fund

  • Category: EQUITY
  • AAUM: 1074.64 Cr as on 28 Oct 2016
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 28-Oct-2016
Standard Deviation*: 18.49%
Beta*: 0.96
Expense Ratio*: 2.23
Portfolio Turnover*: 0.31
Source:CRISIL Fund Analyser

*Portfolio Turnover = lower of total sale or total purchase for the last 12 months upon Avg. AUM of trailing twelve months. Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  28/10/2016
Portfolio Holdings
Stock Name (%) Of Total AUM
SUN PHARMACEUTICALS INDUSTRIES LTD. 17.97
AUROBINDO PHARMA LTD. 9.82
DIVI'S LABORATORIES LTD. 9.52
STRIDES SHASUN LTD. 8.75
CIPLA LTD. 6.42
LUPIN LTD. 4.98
GLENMARK PHARMACEUTICALS LTD. 4.34
CBLO 4.30
AJANTA PHARMA LTD. 3.80
NATCO PHARMA LTD. 3.80
Sectoral Breakdown (in %)
IndustryRatio
PHARMA 87.38
HEALTHCARE SERVICES 9.04
CASH & OTHER RECIVABLES -0.72
CBLO 4.30
  • Health is a crucial social & economic asset & improving global health has been a long term priority. Pharmaceutical industry is responsible for providing medicines & health care facilities to prevent & cure diseases. In the 21st century, with the shift of healthcare from treatment to prevention, the significance of the industry has grown manifold. The Indian pharmaceutical industry, in this context, is one of the largest in the world & has fast emerging centre for research & manufacturing.
  • SBI Pharma Fund provides investors an opportunity to invest in an actively managed portfolio of pharma stocks, and potentially benefit from one of the key sectors in the Indian growth story.
  • The fund is suitable for high-risk appetite investors who are bullish on the prospects of the pharma sector & are looking to add a sector fund to their core portfolio in order to boost overall returns.
Fund Manager
  • Mr. Tanmaya Desai

    Managing this fund since Jun 2011.

    Total experience 7 years .

  • Investment Objective
    • To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy

      Long Term

    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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