Peer Comparison (Healthcare & Pharma Funds)
October 16, 2025
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Peer Comparison (Healthcare & Pharma Funds)
| Fund Name | 3-Year CAGR (%) | 5-Year CAGR (%) | AUM (Rs Cr) | Expense Ratio (%) | Remarks |
|---|---|---|---|---|---|
| Nippon India Pharma Fund | 25.6 | 20.3 | 8,900 | 0.74 | Long-term outperformer, steady across cycles |
| SBI Healthcare Opportunities Fund | 23.2 | 18.7 | 3,200 | 0.72 | Consistent performer, balanced portfolio |
| ICICI Prudential Pharma Healthcare & Diagnostics Fund | 24.8 | 19.1 | 2,400 | 0.70 | Aggressive exposure to diagnostics & hospitals |
| Aditya Birla Sun Life Pharma & Healthcare Fund | 22.7 | 17.8 | 1,500 | 0.69 | Diversified within pharma & API themes |
| Bandhan Healthcare Fund (NFO) | — | — | New | Likely 0.65–0.75 | New entrant with active management focus |