Tata India Pharma and Healthcare Fund Direct Growth

Scheme code: INF277K019A3 NAV value: ₹ 33.2175 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	5.75	64.78	40.18	29.45
3 year	13.17	28.10	20.54	21.23
5 year	8.68	31.93	18.90	15.79
7 year	8.12	23.51	16.05	14.27

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	40.18
3 year	6.28	33.32	15.57	20.54
5 year	0.74	26.02	12.91	18.9
7 year	3.33	15.62	11.64	16.05
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	40.18
3 year	6.56	32.12	15.66	20.54
5 year	1	26.2	12.75	18.9
7 year	3.8	15.42	11.84	16.05
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	40.18
3 year	7.68	33.37	17	20.54
5 year	0.71	27.63	13.15	18.9
7 year	3.76	16.01	12.04	16.05
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	40.18
3 year	8.04	34.46	17.98	20.54
5 year	0.69	28.64	13.53	18.9
7 year	3.97	16.42	12.35	16.05
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 40.18% - Median return: 44.87% - Average standard deviation: 6.31

- Average return: 20.54% - Median return: 20.54% - Average standard deviation: 1.81

- Average return: 18.9% - Median return: 16.81% - Average standard deviation: 1.03

- Average return: 16.05% - Median return: 17.04% - Average standard deviation: 0.68

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,71,539	1,71,539	14.30
3 year	36,00,000	48,23,740	12,23,740	10.25
5 year	60,00,000	1,02,37,969	42,37,969	11.28
7 year	84,00,000	1,73,62,267	89,62,267	10.93

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,71,539 - Absolute Returns: ₹1,71,539 - CAGR: 14.3%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,23,740 - Absolute Returns: ₹12,23,740 - CAGR: 10.25%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,02,37,969 - Absolute Returns: ₹42,37,969 - CAGR: 11.28%

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,73,62,267 - Absolute Returns: ₹89,62,267 - CAGR: 10.93%