NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹21.20
-3.72%
NAV as on 16 Jan 25, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
sector healthcare
equity
34.86%p.a.
Last 1Y
18.25%p.a.
Last 3Y
24.09%p.a.
Last 5Y
22.73%p.a.
Since Inception
About Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl scheme from Aditya Birla Sun Life AMC Ltd. It is a Sector - Healthcare mutual fund scheme that predominantly invests in Sector - Healthcare stocks of companies. Launched on Jul 2019, Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl is Sector - Healthcare fund of its category with 854.32 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.
- Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl delivered 34.9% annual returns during the last year. It has delivered 22.7% average annual returns since the fund was launched.
- Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
Sun Pharmaceuticals Industries Ltd
14.31%
Cipla Ltd
9.01%
Torrent Pharmaceuticals Ltd
8.35%
Apollo Hospitals Enterprise Ltd
5.91%
Fortis Healthcare Ltd
5.61%
Aurobindo Pharma Ltd
5.04%
Lupin Ltd
4.71%
Ajanta Pharma Ltd
4.58%
Ipca Laboratories Ltd
3.98%
Alkem Laboratories Ltd
3.29%
Fund Managers
- Dhaval Shah (Jul 2019 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Pharma & Healthcare Fund Payout Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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