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 wareness, penetration, income and spend makes it a structural growth story wherein domestic formulations would drive significant share in profitability
This fund follows 3 Pillar investment strategy with an aim to capture the growing demand of Pharma & Healthcare industry through
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
|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: 0.25% If redeemed on or before expiry of 3 months from the date of allotment.
Tata India Pharma & Healthcare Fund is suitable for investors who are seeking*:
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