NRI from all over the world (excluding 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
₹29.46
0.93%
NAV as on 19 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
39.29%p.a.
Last 1Y
19.26%p.a.
Last 3Y
26.43%p.a.
Last 5Y
13.53%p.a.
Since Inception
About Tata India Pharma & Healthcare Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata India Pharma & Healthcare Fund Growth scheme from Tata Asset Management Limited. It is a Sector - Healthcare mutual fund scheme that predominantly invests in Sector - Healthcare stocks of companies. Launched on Dec 2015, Tata India Pharma & Healthcare Fund Growth is Sector - Healthcare fund of its category with 1,208.05 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.
- Tata India Pharma & Healthcare Fund Growth delivered 39.3% annual returns during the last year. It has delivered 13.5% average annual returns since the fund was launched.
- Tata India Pharma & Healthcare Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
Top 10 Holdings
Sun Pharmaceuticals Industries Ltd
12.31%
Aurobindo Pharma Ltd
8.57%
Lupin Ltd
7.43%
Dr Reddy's Laboratories Ltd
6.48%
Cipla Ltd
6.29%
Divi's Laboratories Ltd
5.12%
Fortis Healthcare Ltd
4.42%
Zydus Lifesciences Ltd
3.91%
Alkem Laboratories Ltd
3.60%
Apollo Hospitals Enterprise Ltd
3.42%
Fund Managers
- Meeta Shetty (Mar 2021 - Present)
- Rajat Srivastava (Sep 2024 - Present)
Key Information
View Scheme Document
Tata India Pharma & Healthcare Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Tata India Pharma & Healthcare Fund Growth
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 Tata India Pharma & Healthcare Fund Growth?
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 Tata India Pharma & Healthcare Fund Growth
- 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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