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Mutual funds of pharma sector gave strong returns in one year, now what to do next?


Pharma Sector Mutual Funds: The Corona epidemic has taken the Pharma Sector to new heights. In the last one year, this sector has given tremendous returns to the investors. The healthcare sector has got a booster dose of boom due to the pandemic, due to which pharma mutual funds have made investors rich in the last one year.

While some high-rated schemes have given more than 40% returns, the average returns of all the schemes have also been above 30%. According to some research reports, the growth in this sector is expected to continue. Many investors are thinking of investing in this sector, according to mutual fund distributors. So whether their thinking is right or not, they know.

Pharma/Healthcare Based Equity Mutual Fund Schemes
Currently, there are 10 fund houses in the equity category offering pharmaceutical/healthcare sector based schemes, which together are offering 23 schemes. Any kind of sectoral fund invests at least 80% of its assets in stocks of companies operating in a particular sector. Pharma funds also invest maximum in the shares of companies in the pharma sector.

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Return and Expense Ratio
These funds have given an average return of 35.18% in the last one year. These funds have given an average return of 26.47% in 3 years and 14.28% in 5 years. The average expense ratio of these schemes is 1.39%.

risk
Sectoral-pharma mutual funds invest in equities, so can be quite volatile in the short-term. However, in the long term, the risk is reduced to a great extent. You don’t get diversification in these, so if the pharma sector faces challenging times, your investments will also face challenging times.

Should I invest in Sectoral-Pharma Mutual Funds now?
Sectoral funds are some of the riskiest mutual funds. Since these funds invest in only one sector, there is no sector diversification, and this is the main reason for their high risk appetite. If the sector goes down, all the stocks in the portfolio will fall.

“These funds are suitable only for experienced investors, and even then, not more than 10% of the portfolio should be in these funds,” says Ankit Trivedi, SEBI-registered investment advisor. It is better to choose a diversified fund with high pharma exposure or high exposure to the ingredients manufacturing space.

Experts say that there is no doubt that pharma is probably one of the best performing sector in the last one year. However, the problem with thematic funds is that they are a bit cyclical in nature, so you may end up at the wrong end.

If you understand the risks involved in thematic funds, then you can invest in some good schemes from the point of view of healthcare funds.

You should prefer schemes which have a well diversified portfolio with optimum allocation. You should invest in such thematic funds with the intention of investing for at least 7 years.

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Orignally published at Tailored Stash

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