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Fund Facts
  • Name of Fund:
    Bajaj Finserv Healthcare
  • Opening:
    6th December 2024
  • Closing:
    20th December 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Pharma
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out within 3 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of pharma, healthcare and allied companies.

  • Benchmark:

  • BSE HEALTHCARE

  • Fund Manager:

  • Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Aditya Birla Sun Life Pharma & Healthcare Fund 14.99(6M) 36.68(1Y)
Mirae Asset Healthcare Fund 18.93(6M) 40.00(1Y)

Fund Prognosis

Idea Distiller

A healthcare theme for a fund. Nothing new, nothing earth shattering. Nothing to it.

  • Fund House AAUM:

  • Rs 1559267.47 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 23 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

None. Period.