Aditya Birla Sun Life Pharma and Healthcare Fund Direct Growth

Scheme code: INF209KB1O25 NAV value: ₹ 33.3900 NAV date: 19 March, 2026 TER: 1.02%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-15.55	72.90	21.42	23.99	13.63
3 year	12.13	26.42	19.34	19.00	18.78
5 year	13.95	29.27	21.35	21.47	15.46

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	23.99
3 year	6.28	30.95	15.04	19
5 year	8.38	26.02	14.22	21.47
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	23.99
3 year	6.56	19.64	13.57	19
5 year	9.22	12.29	10.75	21.47

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	23.99
3 year	7.68	21.49	15.06	19
5 year	10.37	13.5	11.93	21.47

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	23.99
3 year	8.04	32.03	17.81	19
5 year	8.18	28.64	15.34	21.47
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,23,181 - Absolute Returns: ₹1,23,181 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,16,870 - Absolute Returns: ₹11,16,870 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹98,03,632 - Absolute Returns: ₹38,03,632 - CAGR: %

Max Drawdown

-20.46 %

Drawdown Duration

9 months

Recovery Time

13 months

Avg Drawdown

-5.34 %

1 Y

1.1727

3 Y

0.9287

5 Y

1.0495

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	4.60	0.70	76.5	66.9	9.36 %	4.00 %
3 years	16.10	0.56	72.2	48.0	25.30 %	11.28 %
5 years	7.44	0.54	61.4	48.7	15.53 %	9.44 %
7 years	10.21	0.51	58.6	44.2	18.79 %	10.62 %
10 years	5.90	0.51	58.6	44.2	12.81 %	7.32 %
12 years	4.29	0.51	58.6	44.2	10.57 %	6.06 %
15 years	2.72	0.51	58.6	44.2	8.37 %	4.82 %