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Nippon India Mutual Fund

Nippon India Pharma Fund-Growth Plan-Bonus Option

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 70/100 · Good

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)18.55%
  • Expense ratio (20%)0.99%
  • AUM (15%)₹9,479 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Nippon India Mutual Fund · Equity · Sectoral

₹643.73

+71.71 (+12.54%)

AUM: ₹9,479 Cr

NAV updated 7 days ago

Plan

Direct

Option

Growth

Risk

Very High

Expense Ratio

0.99%

Exit Load

Exit load of 1% if redeemed within 1 month.

Fund Manager

Sailesh Raj Bhan

Inception

Jan 2013

Benchmark

BSE Healthcare Total Return Index

Sharpe Ratio

0.84

Std Dev (1Y)

11.68%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.06%

3m

+6.26%

6m

+14.24%

1y

+10.63%

3y

+18.55%

5y

+13.76%

10y

+15.67%

since inception

+17.63%

TopFund's Take on Nippon India Pharma Fund-Growth Plan-Bonus Option

Nippon India Pharma Fund-Growth Plan-Bonus Option holds up reasonably well within the Sectoral category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 70/100.

Cost: At 0.99%, the expense ratio is roughly in line with the Sectoral category average of 0.99% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.84 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 11.68% is on the lower side for a Sectoral fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Healthcare 97.99%

Asset Allocation

Equity 97.99%
Repo 2.14%
Margin Money 0.01%

Frequently Asked Questions about Nippon India Pharma Fund-Growth Plan-Bonus Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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