Fund Snapshot

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IDBI HEALTHCARE FUND

An open-ended equity scheme investing in Healthcare and Allied sectors

Fund Manager

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Ms. Uma Venkatraman

Total Experience: Over 16 Years (Managing this Scheme since inception)

Other Funds Managed by Ms. Uma Venkatraman - Click Here

Fund Information

Fund Category

Sectoral

Inception

28 Feb 2019

Benchmark

S&P BSE Healthcare – Total Return Index (TRI)

Entry Load

Not applicable

Exit Load

1% for exit within 12 months from the date of allotment.

Face Value

10/- per unit

Returns

As of last business day of the month- December 2020

58.01%

Investment Essentials

Minimum Application Amount

Minimum Lumpsum Amount:
Rs. 5,000/- and in multiples of Re. 1
Minimum Additional Lumpsum Amount:
Rs. 1,000/- and in multiples of Re. 1
Systematic Investment Plan (SIP) Options
Monthly Option:
Rs. 500/- (and in multiples of Re. 1) for minimum 12 months
or
Rs. 1000 (and in multiples of Re. 1) for minimum 6 months

Quarterly Option:
Rs. 1500/- (and in multiples of Re. 1) for minimum 4 quarters.
(Investments above the minimum amount mentioned, shall be made in multiples of Re. 1)

PRODUCT LABEL

Riskometer
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This product is suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment predominantly in Equity & Equity related instruments of companies engaged in Healthcare & Allied Sectors
*Investor should consult their financial advisors if in doubt about whether the product is suitable for them.