DSP Healthcare Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of DSP Healthcare Fund (IDCW) (38718) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
DSP Healthcare Fund (IDCW)
DSP Investment Managers Private Ltd
The primary investment objective of the scheme is to seek to generate consistent returns by predominantly investing in equity and equity related securities of pharmaceutical and healthcare companies. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Below Average
DSP Healthcare Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Alpha Generation
Outperformance vs benchmark
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 11.22% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Cipla Ltd | Pharmaceuticals | 8.73% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 8.22% |
| Ipca Laboratories Ltd | Pharmaceuticals | 7.84% |
| Cohance Lifesciences Ltd | Pharmaceuticals | 7.79% |
| Laurus Labs Ltd | Pharmaceuticals | 6.08% |
| Gland Pharma Ltd | Pharmaceuticals | 5.96% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 4.58% |
| Illumina Inc | Debt Others | 4.52% |
| Alembic Pharmaceuticals Ltd | Pharmaceuticals | 4.38% |
| Sai Life Sciences Ltd | Pharmaceuticals | 4.32% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
DSP Healthcare Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 13.18% | -7.36% | 10.35% |
Category Average Returns
Chirag Dagli
A seasoned investment professional with over 7 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.