Question 1

Which funds are similar to Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth?

Accepted Answer

Funds similar to Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth in the Equity: Sectoral-Pharma category include Nippon India Pharma Fund Direct-Growth, ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct-Growth, and SBI Healthcare Opportunities Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth is ranked 4 out of 9 funds in the Equity: Sectoral-Pharma category as of 16 Jul 2026. On a 5-year return basis it ranks 5 out of 7. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth has an expense ratio of 1.01%. The peers Nippon India Pharma Fund Direct-Growth has an expense ratio of 1.00% and ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct-Growth has 1.33%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth has an AUM of ₹1,010.54 crore. The peers Nippon India Pharma Fund Direct-Growth has an AUM of ₹9,044.23 crore and ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct-Growth has ₹6,624.58 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Sectoral-Pharma?

Accepted Answer

The top performing fund in the Equity: Sectoral-Pharma category on a 3-year basis is UTI Healthcare Fund Direct-Growth with a CAGR of 27.11% as of 16 Jul 2026. Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth has delivered 24.34% CAGR over the same period, ranking 4 out of 9 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth has a Sharpe ratio of 1.09 compared to the Equity: Sectoral-Pharma average of 1.07 as of 16 Jul 2026. It ranks 6 out of 12 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+16.58%	13.40%	5 / 20
3Y Return	+24.34%	23.93%	4 / 9
5Y Return	+14.80%	14.84%	5 / 7
10Y Return	—	15.39%	—

Aditya Birla Sun Life Pharma & Healthcare Fund Direct-Growth

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