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
Focused Government initiatives on R & D policy & PLI scheme
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 & export market dominancy by formulation product makes it a structural growth story
This fund follows 3 Pillar investment strategy with an aim to capture the growing demand of Pharma & Healthcare industry through
Various factors indicating start of the up-cycle for the Pharma & Healthcare sector
The Stability of balance sheet & cashflow yield makes valuation stable & comforting
Pharma sector to act as a defensive shield for the portfolio in the current times of high market volatility.
Orientation towards ‘CHINA+1’ strategy being the boost to API players & life-time opportunity to Indian companies
|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|
|Benchmark||Nifty Pharma TRI|
|Min. Investment Amount||Rs. 5,000/- and in multiples of Re. 1/- thereafter|
|Load Structure||Entry Load: N.A.
|Product Label||Scheme Risk-O-Meter||Benchmark Risk-O-Meter|
This product is suitable for investors who are seeking*:
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them
(It may be noted that risk-o-meter specified above is based on the schema characteristics. The same shall be udpated in accordance with provision no 17.4.1.i of SEBI circular on Mutual Fund dated may 19, 2023 on product labelling in mutual fund schemes on ongoing basis)
Corporate Office Address:
Tata Asset Management Private Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051