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Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth is an equity scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 17.75%, with the bottom and top quartiles at 14.18% and 21.54% respectively. It has ranked in the top half of its category for 1 of the last 6 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.27% on assets of ₹901Cr. The fund is currently managed by Mr. Dhaval Shah, appointed within the last year.
Lower is better.
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -16.87% | -0.89% | 12.78% | 34.25% | 64.59% | 73.2% |
| 3Y | 10.32% | 14.18% | 17.75% | 21.54% | 25.89% | 100.0% |
| 5Y | 12.00% | 13.18% | 14.71% | 16.52% | 19.99% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| UTI Healthcare Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹1,144 Cr | 2.30% | +25.58% | +13.65% | 3★ |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | SBI Mutual Fund | ₹4,323 Cr | 1.90% | +24.26% | +15.05% | 3★ |
| Mirae Asset Healthcare Fund -Regular Growth | Mirae Asset Mutual Fund | ₹2,939 Cr | 2.04% | +24.16% | +13.98% | 3★ |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Tata Mutual Fund | ₹1,325 Cr | 2.21% | +21.66% | +13.09% | 3★ |
| DSP Healthcare Fund - Regular Plan - Growth | DSP Mutual Fund | ₹3,142 Cr | 2.12% | +21.24% | +13.81% | 3★ |
| ITI Pharma and Healthcare Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹230 Cr | 4.84% | +19.12% | — | 3★ |
| WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹603 Cr | 2.57% | — | — | 2★ |
| PGIM India Healthcare Fund - Regular Plan - Growth Option | PGIM India Mutual Fund | ₹92 Cr | 2.47% | — | — | 1★ |
| BAJAJ FINSERV HEALTHCARE FUND - REGULAR - GROWTH | Bajaj Finserv Mutual Fund | ₹323 Cr | 2.46% | — | — | 1★ |
| Bandhan Healthcare Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹291 Cr | 2.43% | — | — | — |