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Sectoral / Thematic📊 BSE HEALTHCARE TRI

Nippon India Pharma Fund · Regular · Growth

Nippon India Mutual Fund

#102 of 213 (1Y)

NAV

₹535.2471

as of 17 Jun 2026

Expense Ratio

1.81%

AUM

₹8,116 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.52%
3Y
+20.47%
5Y
+12.80%
Since Inception
+19.80%

SIP returns (XIRR)

1Y
+9.33%
3Y
+12.11%
5Y
+15.08%
Since Inception
+18.34%

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹14,07,054

Benchmark

₹6,84,663

+₹7,22,391 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,32,000

Invested

₹14,07,054

Value today

18.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹53,588

Value today

19.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹13,20,000

Withdrawn

₹3,95,17,569

Corpus left

+₹3,98,37,569 net gain — withdrew ₹13,20,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹2,75,56,120

Value today

-14.3%

vs lumpsum

Direct lumpsum would have beaten STP by 14.3% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹4,11,038

Value today

4.1×

Multiple

Staying invested through that crash turned ₹1L into ₹4,11,038 — a 4.1× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.16

Sharpe Ratio

-0.01

Alpha

0.34

Beta

-0.15

Sortino

14.19%

Std Dev

-14.84%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategorySectoral / Thematic
BenchmarkBSE HEALTHCARE TRI ✓
Launch Date05 Jun 2004
AMFI Code102431
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadW.E.F.March 17 2020 10% of the units allotted shall be redeemed without any exit load on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the ? rst 12 months from the date of allotment shall be subject to the following exit load Redemption of units would be done on First in First out Basis (FIFO): ? 1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units. ? Nil thereafter.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

Nippon India Pharma Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Nippon India Pharma Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹8,116 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE HEALTHCARE TRI. The current expense ratio is 1.81%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations