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कोरोनावाइरस वैश्विक को प्रभावित किया हैअर्थव्यवस्था, जिसके कारण घरेलू इक्विटी में भारी गिरावट का सामना करना पड़ा। ज्यादातर शेयरों ने निचले रिकॉर्ड को छुआ है। मार्च के दूसरे सप्ताह के बाद से बीएसई सेंसेक्स और एनएसई निफ्टी का सबसे खराब प्रदर्शन रहा। 18 मार्च को सेंसेक्स 1709 अंक गिरकर 28,896 अंक पर बंद हुआ जबकि निफ्टी 8500 अंक से नीचे चला गया।
तबाही के बीच, फार्मा क्षेत्र कम प्रभावित दिखता है क्योंकि यह अच्छा मुनाफा कमा रहा है। मौजूदा उथल-पुथल में सुरक्षित पनाहगाह की तलाश करने वाले निवेशक विचार कर सकते हैंनिवेश फार्मा क्षेत्र में यह सुधार की प्रवृत्ति दिखा रहा है क्योंकिआय.
हाल के वर्षों में, फार्मास्युटिकल क्षेत्र में वृद्धि हुई है क्योंकि अस्पतालों की नई सूची और डायग्नोस्टिक कंपनियों को टोकरी में और जोड़ा गया है। सरकार की नीतियां और उत्थानआय स्तर इस क्षेत्र में मजबूत वृद्धि दे रहे हैं।
2017 में फार्मास्युटिकल क्षेत्र का मूल्य 33 बिलियन अमेरिकी डॉलर था। 2018 में, भारतीय फार्मास्युटिकल निर्यात 17.27 बिलियन अमेरिकी डॉलर था और 2019 में 19.14 बिलियन अमेरिकी डॉलर तक पहुंच गया। फार्मास्युटिकल उद्योग का विस्तार होने का अनुमान है।सीएजीआर 2020 तक 22.4%।
भारतीय कंपनियों को 2017 में अमेरिकी खाद्य एवं औषधि प्रशासन से 304 संक्षिप्त न्यू ड्रग एप्लिकेशन प्राप्त हुए। फार्मा क्षेत्र का विस्तार होगा और 2025 तक यह 55 बिलियन अमेरिकी डॉलर तक पहुंच जाएगा।
फार्मास्यूटिकल्स थोक दवाओं, मध्यवर्ती, दवा निर्माण, जैविक, हर्बल उत्पादों आदि का निर्यात करता है। जैव-कृषि, जैव-उद्योग, जैव-फार्मास्युटिकल्स आदि से समझौता करने वाले भारत के जैव प्रौद्योगिकी उद्योग के सालाना लगभग 30% की मध्यम दर से बढ़ने की उम्मीद है और आने वाले वर्षों में इसके 100 बिलियन अमेरिकी डॉलर तक पहुंचने की उम्मीद है।
फार्मा क्षेत्र निम्नलिखित कारकों के कारण निवेश और व्यापार के लिए कई अवसर प्रदान करता है:
(Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a Below is the key information for SBI Healthcare Opportunities Fund Returns up to 1 year are on The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies. Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a Below is the key information for Nippon India Pharma Fund Returns up to 1 year are on (Erstwhile UTI Pharma & Healthcare Fund) The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors. UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a Below is the key information for UTI Healthcare Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Healthcare Opportunities Fund Growth ₹346.514
↓ -1.85 ₹2,626 6.6 28.8 53.7 17.6 23.3 38.2 Nippon India Pharma Fund Growth ₹429.872
↑ 1.33 ₹7,125 2.8 25 52.2 15.8 23.1 39.2 UTI Healthcare Fund Growth ₹224.508
↑ 0.44 ₹947 4 24.3 49.9 13.9 21.1 38.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 24 1. SBI Healthcare Opportunities Fund
CAGR/Annualized
return of 15.3% since its launch. Ranked 34 in Sectoral
category. Return for 2023 was 38.2% , 2022 was -6% and 2021 was 20.1% . SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (30 Apr 24) ₹346.514 ↓ -1.85 (-0.53 %) Net Assets (Cr) ₹2,626 on 31 Mar 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 2.15 Sharpe Ratio 3.03 Information Ratio 0.48 Alpha Ratio 4.14 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹11,443 30 Apr 21 ₹17,487 30 Apr 22 ₹18,155 30 Apr 23 ₹18,501 30 Apr 24 ₹28,442 Returns for SBI Healthcare Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 30 Apr 24 Duration Returns 1 Month 1% 3 Month 6.6% 6 Month 28.8% 1 Year 53.7% 3 Year 17.6% 5 Year 23.3% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 -6% 2021 20.1% 2020 65.8% 2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% 2015 27.1% 2014 56.8% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Tanmaya Desai 1 Jun 11 12.84 Yr. Mohit Jain 30 Nov 17 6.34 Yr. Data below for SBI Healthcare Opportunities Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Health Care 94.47% Basic Materials 4.16% Asset Allocation
Asset Class Value Cash 1.1% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA15% ₹389 Cr 2,400,000
↓ -100,000 Cipla Ltd (Healthcare)
Equity, Since 31 Aug 16 | 5000878% ₹198 Cr 1,320,000
↓ -80,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | 5432207% ₹180 Cr 2,200,000
↑ 200,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 5439045% ₹138 Cr 600,000 Lonza Group Ltd ADR (Healthcare)
Equity, Since 31 Jan 24 | LZAGY5% ₹125 Cr 250,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB4% ₹114 Cr 330,000 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND4% ₹111 Cr 600,000 Aether Industries Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435344% ₹109 Cr 1,400,000 Jupiter Life Line Hospitals Ltd (Healthcare)
Equity, Since 31 Aug 23 | 5439804% ₹104 Cr 866,789
↑ 16,979 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 23 | 5002574% ₹103 Cr 640,000 2. Nippon India Pharma Fund
CAGR/Annualized
return of 20.8% since its launch. Ranked 35 in Sectoral
category. Return for 2023 was 39.2% , 2022 was -9.9% and 2021 was 23.9% . Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (02 May 24) ₹429.872 ↑ 1.33 (0.31 %) Net Assets (Cr) ₹7,125 on 31 Mar 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.97 Sharpe Ratio 2.88 Information Ratio 0.38 Alpha Ratio 0.75 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹11,677 30 Apr 21 ₹17,969 30 Apr 22 ₹18,660 30 Apr 23 ₹18,429 30 Apr 24 ₹27,850 Returns for Nippon India Pharma Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 30 Apr 24 Duration Returns 1 Month -0.7% 3 Month 2.8% 6 Month 25% 1 Year 52.2% 3 Year 15.8% 5 Year 23.1% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 39.2% 2022 -9.9% 2021 23.9% 2020 66.4% 2019 1.7% 2018 3.6% 2017 7.6% 2016 -10.6% 2015 19.4% 2014 49.5% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 19.01 Yr. Kinjal Desai 25 May 18 5.86 Yr. Data below for Nippon India Pharma Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Health Care 97.16% Asset Allocation
Asset Class Value Cash 2.84% Equity 97.16% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA15% ₹1,062 Cr 6,556,349 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002578% ₹599 Cr 3,703,676 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000877% ₹464 Cr 3,100,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP6% ₹412 Cr 648,795 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 5001245% ₹339 Cr 550,030 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND4% ₹314 Cr 1,700,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB4% ₹310 Cr 900,808 Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Jan 18 | 5323214% ₹298 Cr 2,953,632
↓ -47,203 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5069433% ₹245 Cr 1,486,868 Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | 5004883% ₹234 Cr 86,390 3. UTI Healthcare Fund
CAGR/Annualized
return of 14.6% since its launch. Ranked 40 in Sectoral
category. Return for 2023 was 38.2% , 2022 was -12.3% and 2021 was 19.1% . UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (02 May 24) ₹224.508 ↑ 0.44 (0.20 %) Net Assets (Cr) ₹947 on 31 Mar 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.47 Sharpe Ratio 2.74 Information Ratio -0.55 Alpha Ratio -1.02 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹11,555 30 Apr 21 ₹17,580 30 Apr 22 ₹17,992 30 Apr 23 ₹17,349 30 Apr 24 ₹25,909 Returns for UTI Healthcare Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 30 Apr 24 Duration Returns 1 Month -0.4% 3 Month 4% 6 Month 24.3% 1 Year 49.9% 3 Year 13.9% 5 Year 21.1% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 -12.3% 2021 19.1% 2020 67.4% 2019 1.2% 2018 -7.5% 2017 6.2% 2016 -9.7% 2015 12.4% 2014 43.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 1.92 Yr. Data below for UTI Healthcare Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Health Care 97.5% Basic Materials 1.27% Financial Services 0.57% Asset Allocation
Asset Class Value Cash 0.53% Equity 99.34% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA14% ₹128 Cr 792,859
↓ -47,141 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 5000877% ₹68 Cr 452,551
↓ -47,449 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP7% ₹65 Cr 102,457
↓ -543 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 5323316% ₹56 Cr 251,023
↑ 3,499 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | 5001245% ₹52 Cr 84,499
↓ -8,421 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 5328434% ₹34 Cr 800,000
↓ -39,326 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 21 | 5433083% ₹33 Cr 160,000
↑ 7,357 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Oct 13 | AUROPHARMA3% ₹33 Cr 300,000
↓ -71,376 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 14 | TORNTPHARM3% ₹30 Cr 115,000
↓ -5,080 Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5430643% ₹30 Cr 440,000
भारत में चिकित्सा खर्च अगले पांच वर्षों में 9-12 प्रतिशत बढ़ने का अनुमान है। इसके अलावा, कोरोनावायरस के कारण घरेलू बिक्री में वृद्धि बढ़ सकती है। अधिक जोड़ने के लिए, ऐसे अस्थिर चरण में, कुछ हैंम्यूचुअल फंड्स जो अच्छा प्रदर्शन कर रहे हैं।
बाजार में जेनेरिक या नई दवाओं को तेजी से पेश करने पर ध्यान दिया जा रहा है और इससे भारतीय फार्मास्युटिकल कंपनियों को फायदा होने की उम्मीद है।
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