Why invest in India’s Pharma & Healthcare sector

India – A global hub & largest producer of generic drugs

Stable global demand and exploration of newer market to drive exports

Rising lifestyle and chronic diseases & focus on niche segments presents a big opportunity

Rationalised and in future strong focus on R&D & CRAMs to steer theindustry growth

Indian Pharma sector has played a Dual Role of aggressor and defender as it has been a value creator over the years, while it has proved to be a defensive sector during market corrections.

Strong domestic demand driven by rising healthcare awareness, penetration, income and spend makes it a structural growth story wherein domestic formulations would drive significant share in profitability

Tata India Pharma & Healthcare Fund

  • It is a pure play pharma sector fund which invests only in the core sector companies thus an ideal way to invest in this sector
  • The fund’s philosophy is to follow growth at a reasonable price (GARP)
  • With the bottom up approach, the fund aims to select companies with strong financials and management.

This fund follows 3 Pillar investment strategy with an aim to capture the growing demand of Pharma & Healthcare industry through

Why Now

Relatively attractive valuations on the back of sharp correction over the last few years

Various factors indicating start of the up-cycle for the Pharma & Healthcare sector

Improving cash flows business metrics to improve financials and balance sheet

Pharma sector to act as a defensive shield for the portfolio in the current times of high market volatility.

Global companies to diversify manufacturing and shift supply chains facilities while they move out (partly / fully) of China as a de-risk strategy on the back of COVID-19 outbreak, presenting once in a life-time opportunity to the Indian companies

Who should invest

  • Investors looking to participate in the growth story presented by the India’s Pharma & Healthcare sector
  • Investors with higher risk profile looking to invest in a theme oriented Scheme
  • Investors willing to invest for a period more than 1-3 year
Watch Meeta Shetty, Assistant Fund Manager share her views on the Fund
Watch Meeta Shetty, Assistant Fund Manager share her views on the Fund

Scheme Details

Scheme Name Tata India Pharma & Healthcare Fund
Investment Objective The investment objective of the scheme is to seek long term capital appreciation by investing at least 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.
Type of Scheme An open-ended equity scheme investing in Pharma & Healthcare Services Sector
Fund Manager Meeta Shetty (Lead Fund Manager) & Rahul Singh (Co-Fund Manager)
Benchmark Nifty Pharma TRI
Min. Investment Amount Rs. 5,000/- and in multiples of Re. 1/- thereafter
Load Structure Entry Load: N.A.
Exit Load:
  • Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment. – NIL
  • Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment. - 1%.
  • Redemption/Switch-out/SWP/STP after expiry of 365 days from the date of allotment. - NIL - All the above conditions (WEF 20th July 2020)

Tata India Pharma & Healthcare Fund is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • Investment in equity/equity related instruments of the companies in the Pharma & Healthcare sector in India.

Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Corporate Office Address:

Tata Asset Management Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051

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