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Sectoral / Thematic · Equity

Tata India Pharma & Heathcare Fund

Fund house not on record
Benchmark
BSE Healthcare TRI
Riskometer
Very High
Size
₹1,473 cr
Allotted
28 Dec 2015
Holdings as of
Not on record

Tata India Pharma & Heathcare Fund is a sectoral / thematic fund with ₹1,473 cr under management. It is ahead of its benchmark (BSE Healthcare TRI) in 1 of 4 periods. Its direct plan charges 1.10% a year. Rajat Srivastava has managed it for 2.1 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Tata India Pharma & Heathcare Fund beaten its benchmark?

Ahead of its benchmark, BSE Healthcare TRI, in 1 of 4 periods in AMFI's figures; +3.55% over the last year against +9.74%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (BSE Healthcare TRI) in 1 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +3.55%+2.09%+9.74% −6.19 🔒
3y +17.51%+15.80%+20.52% −3.01 🔒
5y +13.48%+11.82%+13.76% −0.28 🔒
10y +14.54%+12.77%+12.42% +2.12 🔒
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Risk, falls and every year

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Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
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What does Tata India Pharma & Heathcare Fund cost?

1.10% a year on the direct plan, 2.41% on the regular plan; 64 of 174 funds in its category charge less.

Direct plan
1.10% a year
Category median 1.22%
Regular plan
2.41% a year
Category median 2.38%
Gap
1.31 points
for the same holdings
64 of 174 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

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The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Tata India Pharma & Heathcare Fund?

Rajat Srivastava, since 16 Sep 2024.

Rajat Srivastava
Primary
2.1 years
since 16 Sep 2024
Benchmark as filedBSE Healthcare TRI
Exit load
0.25% of NAV if redeemed /switched out before 30 days from the date of allotment.
From 3 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 11 Sep 2026

What does Tata India Pharma & Heathcare Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Tata India Pharma & Heathcare Fund?

Rajat Srivastava (Primary) since 16 Sep 2024.

What is the expense ratio of Tata India Pharma & Heathcare Fund?

1.10% a year on the direct plan and 2.41% on the regular plan (expense report, Oct 2026).

How has Tata India Pharma & Heathcare Fund done?

Its direct plan returned +17.51% a year over 3 years against +20.52% for its benchmark, BSE Healthcare TRI, as of 13 Oct 2026.

Inside the app

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