Question 1

Which funds are similar to Tata India Pharma & Healthcare Fund Direct-Growth?

Accepted Answer

Funds similar to Tata India 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 Tata India Pharma & Healthcare Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Tata India Pharma & Healthcare Fund Direct-Growth is ranked 6 out of 9 funds in the Equity: Sectoral-Pharma category as of 16 Jul 2026. On a 5-year return basis it ranks 4 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 Tata India Pharma & Healthcare Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Tata India Pharma & Healthcare Fund Direct-Growth has an expense ratio of 0.97%. 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 Tata India Pharma & Healthcare Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Tata India Pharma & Healthcare Fund Direct-Growth has an AUM of ₹1,455.16 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 26.40% as of 16 Jul 2026. Tata India Pharma & Healthcare Fund Direct-Growth has delivered 22.49% CAGR over the same period, ranking 6 out of 9 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Tata India Pharma & Healthcare Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Tata India Pharma & Healthcare Fund Direct-Growth has a Sharpe ratio of 0.97 compared to the Equity: Sectoral-Pharma average of 1.07 as of 16 Jul 2026. It ranks 11 out of 12 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+8.23%	11.86%	16 / 20
3Y Return	+22.49%	23.21%	6 / 9
5Y Return	+14.76%	14.58%	4 / 7
10Y Return	+14.92%	15.26%	2 / 3

Tata India Pharma & Healthcare Fund Direct-Growth

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