Nippon India Pharma Fund

The Nippon India Pharma Fund is a specialized mutual fund managed by Nippon Life India Asset Management Limited. The fund focuses on investments in the pharmaceutical and healthcare sectors. It aims to provide you with opportunities for capital appreciation by strategically allocating your funds to pharmaceutical companies.

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About Nippon India Pharma Fund

Nippon India Pharma Fund is a sector-focused equity mutual fund that invests primarily in the shares of pharmaceutical and healthcare companies in India. 

These businesses include pharmaceutical manufacturers, healthcare service providers, biotechnology companies, and related industries.

The investment objective of the fund is to generate long-term capital appreciation by investing in a diversified portfolio of companies across the pharmaceutical and healthcare sectors. 

Overview of Nippon India Pharma Fund

Particulars Details
Fund Name Nippon India Pharma Fund
Fund House Nippon India Mutual Fund
Launched On 05 June 2004
Fund Size Rs. 5539.19 Crores
Benchmark Index S&P BSE Healthcare TRI
Risk Category Very High
Investment Objective To achieve steady profits from investment in stocks, bonds, or related assets of pharmaceutical and affiliated companies.
Fund Options
  • Nippon India Pharma Fund – Regular Growth
  • Nippon India Pharma Fund – Direct-Growth
Net Asset Value (NAV)
  • Nippon India Pharma Fund – Regular Growth: Rs. 369.84
  • Nippon India Pharma Fund – Direct-Growth: Rs. 409.58
Asset Allocation
  • Equity Holdings: 96.08%
  • Other Holdings: 3.92%
Market Cap Allocation
    • Large Cap: 40.58%
  • Midcap: 22.87%
    • Small Cap: 9.57%
  • Others: 23.06%
Systematic Investment Plan (SIP)  Rs. 100
Minimum Lump sum Investment Rs. 5000 (there onwards, Rs. 1000)
Lock- in NA
Fund Manager
  • Kinjal Desai
  • Sailesh Raj Bhan
  • Akshay Sharma
Expense Ratio (as of 31 October 2023)
  • Nippon India Pharma Fund – Regular Growth: 1.88%
  • Nippon India Pharma Fund – Direct-Growth: 0.95%
Exit Load 1% if you redeem in less than 1 year

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Top Holdings of Nippon India Pharma Fund

Name of  Holdings % of Total Holdings
Top 5 Equity Holdings (96.08%)
Sun Pharmaceutical Industries Ltd. 12.88%
Lupin Ltd. 7.75%
Cipla Ltd. 6.50%
Dr. Reddys Laboratories Ltd. 5.33%
Apollo Hospitals Enterprises Ltd. 4.47%
Debt Holdings (3.92%)
TREPS 4.04%
Margin 0.02%
Net Receivables - 0.14%

Top 10 Sector Allocations of Nippon India Pharma Fund

Sector % of Total Holdings
Healthcare 98.90%
Others 1.10%

Nippon India Pharma Fund Returns

Investment Period Annualised Returns (Direct) Annualised Returns (Regular)
1-Year 32.53% 29.48%
3-Year 18.82% 17.39%
5-Year 20.51% 19.50%
10-Year 18.22% 16.93%
Returns Since Inception (RSI) 17.63% 20.37%

*Fund NAV as of 22 November 2023

Documents Required to Invest in Nippon India Pharma Fund

To invest in Nippon India Pharma Fund, you generally need the following documents:

  • KYC Documents:

    • ID Proof (e.g., Aadhar card, driving license, passport)

    • Passport-size photographs

    • Address Proof(e.g., utility bill, passport, Aadhar card)

  • Bank Account Details

  • PAN Card

  • NRI/ OCI/ PIOs Documents

    • Valid Visa

    • Overseas Address Proof

    • NRE/ NRO Account Details

    • Valid NRI/ PIO Card

Steps to Invest in Nippon India Pharma Fund

The key steps to start investing in Nippon India Pharma Fund are mentioned below:

Step 1- Research: Understand the Nippon India Pharma Fund's objectives and past performance.

Step 2- KYC Compliance: Complete the Know Your Customer (KYC) process with the required documents.

Step 3- Choose Platform: Select a reliable investment platform that offers the Nippon India Pharma Fund.

Step 4- Account Setup: Open an investment account on the chosen platform.

Step 5- Fund Selection: Locate Nippon India Pharma Fund and choose the investment amount.

Step 6- Transaction: Complete the investment transaction through the chosen platform.

Step 7- Monitor: Keep track of the fund's performance and adjust your investment strategy accordingly.

Estimate Nippon India Pharma Fund with SIP Calculator

You can estimate the potential returns of your investment in Nippon India Pharma Fund through SIP by using the Policybazaar SIP calculator. A SIP calculator is a tool that helps you determine the future value of your investments based on the following factors:

  • Monthly SIP Amount: The amount you plan to invest each month.

  • Investment Horizon: The number of years you plan to invest.

  • Expected Rate of Return: The average annual return you expect to earn on your investments.

The calculator will provide an estimate of the potential future value of your investment.

FAQ's

  • Which pharma mutual fund is best?

    Some of the most popular pharma mutual funds include:

    • Nippon India Pharma Fund

    • Tata India Pharma & Healthcare Fund

    • ICICI Prudential Pharma Healthcare & Diagnostics (PHD) Fund

    • Aditya Birla Sun Life Pharma & Healthcare Fund

    • Mirae Asset Healthcare Fund

  • How good is Nippon India Pharma Fund?

    Nippon India Pharma Fund is a well-established and reputable mutual fund with a long history of strong performance. It has been consistently ranked among the top pharma funds in India by various rating agencies. The fund has a strong track record of delivering consistent returns to its investors.
  • What is the NAV of the Nippon Pharma fund?

    As of today, 22 November 2023, the NAV of Nippon India Pharma Fund is as follows:
    • Nippon India Pharma Fund – Regular Growth: Rs. 369.84

    • Nippon India Pharma Fund – Direct-Growth: Rs. 409.58

  • Which fund is best in Nippon Mutual Fund?

    Some of the top-performing Nippon India funds in recent years are as follows:
    • Nippon India Small Cap Fund

    • Nippon India Growth Fund

    • Nippon India Value Fund

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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