SIP Champion in 20 Years :The regular plan of Nippon India Pharma Fund is more than 20 years old scheme in the mutual fund market. In these 20 years, this mutual fund scheme has outperformed every other equity mutual fund in giving returns. That means this fund is the topper in giving SIP returns in 20 years. In 20 years, this fund has given around 20 percent annualized returns to those doing Systematic Investment Plan (SIP). Since its launch, the return on one-time investment of this fund has been more than 21 percent annually. This scheme, which is more than 20 years old, has made investors who do SIP by saving Rs 5000 every month, millionaires. Today he would have become the owner of a fund of Rs 1.25 crore.
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Nippon India Pharma Fund AUM
Nippon India Pharma Fund was launched on June 5, 2004. That means it has completed 20 years and will turn 21 next June. In this scheme included in the equity pharma category, about 97 percent of the investors’ funds are invested in equity or equity related options. As of the end of November 30, 2024, the total assets of this fund were Rs 8638 crore. Whereas the expense ratio of the regular plan was 1.81%. The fund manager of this scheme is Shailesh Raj Bhan. In this scheme, a lump sum investment of at least Rs 5000 and SIP of at least Rs 100 can be made.
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Nippon India Pharma Fund : SIP Performance
Annualized return of SIP in 20 years: 19.89%
Monthly SIP amount: Rs 5000
Total investment in 20 years: Rs 12,00,000 (Rs 12 lakh)
Value of SIP after 20 years: Rs 1,22,15,062 (about Rs 1.22 crore)
Nippon India Pharma Fund: Lump Sum Performance
Launch date for the scheme: June 5, 2004
Lump sum return since launch: 21.15% per annum
One time investment at launch: Rs 1 lakh
Value of investment of Rs 1 lakh: Rs 51,08,180 (approximately Rs 51 lakh)
1 year return: 35.25%
3 year return: 18.94% per annum
5 year return: 27.44% per annum
Top Return: This scheme of mutual fund topped in the year 2024, has been giving 24% annual SIP return for 10 years
Portfolio: Top Stocks
Sun Pharma: 13.52%
Divis Laban: 9.68%
Lupine: 7.61%
Cipla: 5.5%
Apollo Hospital: 5.13%
Dr Reddy’s Lab: 5.1%
Vijaya Diagnostic : 4.09%
Ajanta Pharma : 3.36%
MedPlus Health Services : 3.23%
Gland Pharma: 3.02%
Portfolio: Top Sectors
Pharma & Biotech: 75.01%
Healthcare Services: 18.29%
Retail: 3.23%
Miscellaneous: 0.41%
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Fund’s investment strategy
• This fund is a combination of large cap and mid cap companies which aims to provide consistently superior returns.
• The fund’s investments are spread across all important segments of the industry – Domestic and International, Branded and Generic, CRAMS (Contract Research and Manufacturing) and Healthcare Services – Insurance, Hospitals, Diagnostics.
• Relative value within important sub-segments of the market is an important parameter for investment.
• Low capital intensive sector that is less affected by market volatility, with good growth potential and decent cash flows.
• Increasing awareness of healthcare services, demand potential driven by domestic demography, new growth areas – healthcare services/outsourcing, specialty pharma are the key drivers.
For whom is the fund better?
Those who want to increase their wealth by investing in the long term. Who want to invest mainly in equities and equity related securities of pharma and other related companies.
Note: The past performance of a fund may or may not be sustained in the future. Investors are advised to consult their financial advisor before taking any investment decision. Mutual fund investments are subject to market risks, please read all scheme related documents carefully.
