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LIC MF Healthcare Fund - Regular Plan - Growth
Equity Sector Funds Very High Risk Fund Managers: Sudhanshu Asthana, Dhaval Sangoi

My Notes

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📓 Notes
4.45%
1Y Return
-1.08% 1D
Overview Returns Historical Holdings Peer Comparison Fund Managers AMC FAQ
Latest NAV
₹31.39
Fund Size
₹99 Cr
Turnover Ratio
0.42
Lock-in Period
Nil
Inception Date
28 Feb 2019
Return Since Inception
16.14%
Fund Type
Open ended scheme
Min. Lumpsum / SIP
₹5000 / ₹500

The objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in Healthcare and Allied sectors. However there can be no assurance that the investment objective under the scheme will be realized.

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NAV Performance
Historical Net Asset Value
4.45% 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Lumpsum Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Returns and Rankings
Benchmark: BSE Health Care - TRI
Sector Funds 1M3M6M9M1Y 2Y3Y4Y5Y10YALL
Fund returns -8.31%-3.16% 10.44%10.22% 4.45%2.23% 18.2%16.12% 9.97%N/A 16.14%
Category returns -7.54%-3.42% 10.54%13.4% 8.01%3.9% 18.22%18.48% 12.78%13.01% N/A
Absolute returns -8.31%-3.16%10.44%10.22%4.45%4.52%65.22%81.86%60.89%N/A 213.89%
Rank within category 18/19 9/18 11/18 14/18 12/17 9/14 6/12 9/10 9/9 N/A N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: BSE Health Care - TRI
Sector Funds 20192020202120222023202420252026
Yearly returnsN/A58.21%14.49%-12.71%27.84%42.13%-4.39%7.81%
Q1 returnsN/A-4.91%-3.4%-6.3%-5.55%10.66%-7.15%-6.11%
Q2 returns-2.78%28.27%17.59%-10.45%12.51%4.23%2.74%16.49%
Q3 returns0.82%19.95%3.25%7.14%8.42%19.88%-0.12%3.31%
Q4 returns7.4%8.12%-2.39%-2.9%10.96%2.8%0.35%-4.59%
Expense Ratio, Exit Load & Tax
Expense Ratio: 2.67% (Inclusive of GST)
Exit Load

Nil upto 12% of units and 1% for remaining units on or before 90D, Nil after 90D

Advanced Ratios
Alpha1.12438
Beta0.5917
Sharpe Ratio0.281115
Sortino Ratio0.604657
Risk Metrics
R-Squared0.2617
Tracking Error3.8583
Downside Risk17.2524
Std. Deviation (Annualised)14.391
Peer Comparison
Sector Funds 1M3M6M9M1Y3Y5Y10YALL Fund Size (Cr)Exp. RatioSharpeRisk
HDFC Pharma and Healthcare Fund - Regular Plan - Growth -8.18% -2.85% 13.49% 19.65% 16.65% 26.3% N/A N/A 26.16% 3,501.37 2.11 0.45 Very High
SBI Healthcare Opportunities Fund - Regular Plan - IDCW -7.91% -3.95% 12% 16.9% 9.98% 20.31% 16% 12.88% 16.36% 5,870.00 1.99 0.33 Very High
UTI Healthcare Fund - Regular Plan - IDCW -8.04% -4.49% 10.8% 14.7% 7.94% 19.65% 13.41% 12.86% 14.71% 1,429.84 2.22 0.32 Very High
Mirae Asset Healthcare Fund - Regular Plan - Growth -6.65% -2.37% 10.95% 15.8% 10.86% 19.1% 13.11% N/A 19.31% 3,494.44 2.04 0.30 Very High
ICICI Prudential Healthcare Fund - Growth -5.27% -5.77% 5.31% 6.11% 1.04% 18.9% 14.21% N/A 18.53% 6,861.20 2.08 0.30 Very High
LIC MF Healthcare Fund - Regular Plan - Growth Current -8.31% -3.16% 10.44% 10.22% 4.45% 18.2% 9.97% N/A 16.14% 99.36 2.67 0.28 Very High
DSP Healthcare Fund - Regular Plan - Growth -5.87% -2.13% 13.11% 11.93% 9.74% 17.47% 13.29% N/A 20.34% 3,750.04 2.05 0.29 Very High
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth -7.92% -5.04% 8.82% 11.15% 7.84% 16.89% 11.54% N/A 18.16% 1,077.52 2.29 0.27 Very High
Quant Healthcare Fund - Regular Plan - Growth -7.41% -1.49% 10.61% 18.21% 9.71% 16.57% N/A N/A 17.69% 424.53 3.13 0.23 Very High
Tata India Pharma & Healthcare Fund - Regular Plan - Growth -7.42% -6.38% 5.15% 4.71% -0.23% 15.22% 11.84% 12.5% 11% 1,511.49 2.37 0.23 Very High
Holdings (0)
Instrument Type
Sector
NameSectorInstrumentAssets %
Total0.00%
FUND MANAGERS
Managed By Experts
MS
Mr. Sudhanshu Asthana
in

Mr. Sudhanshu Asthana has over 13 years experience as an equity fund manager. His previous experience includes Barclays Wealth India and SBI Fund Management.

Age
38 Yrs
Experience
13 Years
Reported
25 Mar 2010
MA in Economics, Diploma in Investment Management, (NMIMS)
FAQ
All You Need To Know About Mutual Funds
It is an Open ended scheme that primarily invests in Sector Funds.
The objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies engaged in Healthcare and Allied sectors. However there can be no assurance that the investment objective under the scheme will be realized.
The scheme benchmark is the BSE Health Care - TRI.
It is classified as Very High Risk.
1-year: 4.45% | 3-year: 18.2% | 5-year: 9.97%
Top holdings include:
The NAV is around ₹31.39.
The fund's AUM is approximately ₹99 Cr.
The expense ratio for the Regular Plan is 2.67%.
Nil upto 12% of units and 1% for remaining units on or before 90D, Nil after 90D.
Minimum SIP starts at ₹500.
The minimum lump sum investment is ₹5000.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund managers: Sudhanshu Asthana, Dhaval Sangoi
This fund is suitable for investors with a Very High risk tolerance.
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LIC MF Healthcare Fund - Regular Plan - Growth
Very High Risk | Sector Funds | Equity
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