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EquitySectoral/ ThematicDirect · Growth

Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth

Aditya Birla Sun Life · Scheme 147409

40.60 0.22%NAV · 2026-08-05
84
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
22.2%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+3.26%
3 Months+13.88%
6 Months+21.34%
1 Year+18.57%
3 Years (CAGR)+22.20%
5 Years (CAGR)+14.94%
10 Years (CAGR)
Since Launch+21.85%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns87
Consistency91
Risk-adjusted69
Downside protection90
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +22.2%
  • 3Y CAGR vs category: +5.5% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 69% of windows
  • Alpha vs benchmark: +15.2%

Risk metrics

Sharpe ratio
0.98
Sortino ratio
1.37
Volatility
15.17%
Max drawdown
-20.46%
Downside capture
43.90%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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