Fincash » Mutual Funds India » Pharma Sector Shining in the Midst of Coronavirus
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Coronavirus has impacted the global Economy, due to which the domestic equity faced a huge decline. Most stocks have been hit low records. The BSE Sensex and NSE Nifty had their worst run since the 2nd week of March. On 18th March, Sensex ended at 28,896 points by falling 1709 points while Nifty failed below 8500 points.
In the midst of the mayhem, the pharma sector looks less affected as it is profiting handsomely. Investors hunting for safe havens in the ongoing turmoil can consider Investing in the pharma sector as it is showing an improving trend in Earnings.
In recent years, the pharmaceutical sector has augmented as the new listing of hospitals and diagnostic companies have been added more to the basket. The government policies and rising Income levels are giving robust growth in this sector.
The pharmaceutical sector was valued at US$33 billion in 2017. In 2018, the Indian pharmaceutical exports stood at US$17.27 billion and reached US$19.14 billion in 2019. The pharmaceutical Industry is anticipated to expand at a CAGR of 22.4% by 2020.
Indian companies received 304 Abbreviated New Drug Application from the US Food and Drug Administration in 2017. The pharma sector will expand and will reach US$55 billion by 2025.
The pharmaceuticals exports bulk drugs, intermediates, drug formulations, biologicals, herbal products and so on. India’s biotechnology industry compromising bio-agriculture, bio-industry, bio-pharmaceuticals and so on is expected to grow at the moderate rate of around 30% a year and it is expected to reach US$ 100 billion in the coming years.
The pharma sector provides several opportunities for investments and trade due to the following factors:
(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 ₹346.113
↓ -0.40 ₹2,626 6 27.5 53.6 17.6 23.4 38.2 Nippon India Pharma Fund Growth ₹430.547
↑ 0.67 ₹7,125 3 24.2 52.3 15.6 23.3 39.2 UTI Healthcare Fund Growth ₹225.395
↑ 0.89 ₹947 4.5 24.1 50.7 13.7 21.4 38.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 May 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 (02 May 24) ₹346.113 ↓ -0.40 (-0.12 %) 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 2 May 24 Duration Returns 1 Month 0% 3 Month 6% 6 Month 27.5% 1 Year 53.6% 3 Year 17.6% 5 Year 23.4% 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 (03 May 24) ₹430.547 ↑ 0.67 (0.16 %) 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 2 May 24 Duration Returns 1 Month -0.3% 3 Month 3% 6 Month 24.2% 1 Year 52.3% 3 Year 15.6% 5 Year 23.3% 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 (03 May 24) ₹225.395 ↑ 0.89 (0.40 %) 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 2 May 24 Duration Returns 1 Month 0.2% 3 Month 4.5% 6 Month 24.1% 1 Year 50.7% 3 Year 13.7% 5 Year 21.4% 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
Medical spending in India has projected to grow 9-12 per cent over the next five years. Further, the growth in domestic sales may increase because of coronavirus. To add more, in such a volatile phase, there are a few Mutual Funds that are performing well.
Speedy introduction of generic or new drugs into the market are in focus and it has expected to benefit the Indian Pharmaceutical companies.
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