DSP Healthcare Fund
Direct · Growth ₹49.58
03 Aug 2026
NAV
23.8%
3Y CAGR
24.6%
5Y CAGR
24.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.82
Sharpe
-21.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.32 L | 28.1% | -29.1% | 117.5% |
| 3 Years | ₹36.00 L | ₹47.82 L | 22.1% | 5.5% | 42.2% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 23.2% | 12.7% | 32.3% |
| 7 Years | ₹84.00 L | ₹1.71 Cr | 20.4% | 17.5% | 23.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 28.1% | 14.5% | 13.9% | +13.6% |
| 3 Years | 22.1% | 11.2% | 16.8% | +10.9% |
| 5 Years | 23.2% | 10.4% | 16.9% | +12.7% |
| 7 Years | 20.4% | 10.6% | 16.6% | +9.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 27.2% | 22.5% | -14.0% | 97.1% | 0.79 | 3.94 | 81% | — | — |
| 3 Years | 23.8% | 22.9% | 15.0% | 35.1% | 3.80 | — | 100% | — | — |
| 5 Years | 24.6% | 25.8% | 14.3% | 35.6% | 2.82 | — | 100% | — | — |
-21.7%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
1.25
1Y
1.09
3Y
1.13
5Y
1.07
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.41 | 0.51 | 56.3% | 42.7% | 10.8% | -1.6% |
| 3 Years | +14.13 | 0.50 | 60.5% | 39.0% | 21.0% | 7.3% |
| 5 Years | +8.12 | 0.52 | 56.8% | 43.1% | 15.9% | 8.9% |
| 7 Years | +16.37 | 0.50 | 56.8% | 37.1% | 25.5% | 11.9% |
| 10 Years | +9.77 | 0.49 | 55.5% | 37.6% | 17.2% | 8.4% |
| 12 Years | +7.42 | 0.49 | 55.5% | 37.6% | 14.2% | 7.0% |
| 15 Years | +5.15 | 0.49 | 55.5% | 37.6% | 11.2% | 5.5% |
24
Total Holdings
58.8%
Top 10 Weight
4
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | IPCA Laboratories Limited | 9.39% |
| 2 | Sun Pharmaceutical Industries Limited | 9.33% |
| 3 | Cipla Limited | 7.68% |
| 4 | Laurus Labs Limited | 6.29% |
| 5 | Sai Life Sciences Limited | 6.02% |
| 6 | Gland Pharma Limited | 5.40% |
| 7 | Apollo Hospitals Enterprise Limited | 5.00% |
| 8 | Alembic Pharmaceuticals Limited | 3.28% |
| 9 | Pfizer Limited | 3.28% |
| 10 | Cohance Lifesciences Limited | 3.10% |