Reliance Pharma (Equity, Equity Sectoral-pharma)

High
14 yrs 7 monthsStarted on:05 Jun 2004
₹ 2731.58 Cras on: 13 Dec 2018
Long Term Horizon
2.35%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate consistent returns by investing in equity / equity related or fixed income securities of pharma and other associated companies.

Exit Load

No entry load will be charged for Subscriptions/Switch Ins W.E.F August 01, 2009. Exit Load for all subscriptions W.E.F August 24, 2009 is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.82
1 YR8.31
2 YR2.87
3 YR1.21

SIP Returns

TenureReturns (CAGR)
1 YR5.62
2 YR8.53
3 YR5.3
5 YR6.35
10 YR15.48

Portfolio

Company Name% Assets
Dr. Reddy's Laboratories Ltd.10.96
Divi's Laboratories Ltd.10.39
Aurobindo Pharma Ltd.9.79
Sun Pharmaceutical Inds. Ltd.7.94
Sanofi India Ltd.6.35
Syngene International Ltd.6.14
Cipla Ltd.5.94
Abbott India Ltd.5.72
Biocon Ltd.5.49
Lupin Ltd.5.19

Top Sectoral Holdings

Sector Name% Assets
Healthcare98.02
Financial1.4

Indicators

LabelValue
Portfolio turnover ratio48
Standard Deviation15.23%
Beta0.72%

Sailesh Raj Bhan

Mr. Bhan is an MBA (Finance) and CFA.
Mr. Sailesh Raj Bhan has about 19 years experience in equity research and fund management, with over 10 years at Reliance Nippon Life Asset Management Limited (formerly Reliance Capital Asset Management Limited). He manages diversified equity schemes like Reliance Equity Opportunities Fund (the largest Flexicap Scheme in India with assets of USD 800 million) since its inception in 2005 and Reliance Top200 Fund (a large cap diversified equity fund) since its inception in 2007. In addition, for over 9 years, he has been managing two specialized sector funds - Reliance Pharma Sector Fund (the largest pharma sector fund in India) and Reliance Media and Entertainment Fund.

Other Funds Managed by Sailesh Raj Bhan

  • Nav as on 13 Dec 18 94.12
    Returns since inception (CAGR) 17.75%
    Value Research
    Crisil Ranking 4
  • Nav as on 13 Dec 18 32.76
    Returns since inception (CAGR) 11.01%
    Value Research
    Crisil Ranking 1
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