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

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

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

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

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

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
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:
  • 0.25% of NAV if redeemed/switched out before 30 days from the date of allotment.
Product Label Scheme Risk-O-Meter Benchmark Risk-O-Meter

This product 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

Product Label

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.

Scheme Risk-O-Meter

Benchmark Risk-O-Meter

(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

INVEST INSTANTLY