How to check the XIRR of DSP Healthcare Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of DSP Healthcare Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Healthcare Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare DSP Healthcare Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP Healthcare Fund - Regular Plan - Growth

DSP Mutual Fund

Expense Ratio: 1.92

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: BSE Healthcare TRI

Inception: 12-11-2018

Exit Load: Nil

Fund Size:₹3,133.83 Cr

Performance

Fund11.11%

Cat. Avg.N/A

Fund2.54%

Cat. Avg.N/A

Fund17.95%

Cat. Avg.N/A

Fund13.25%

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund20.45%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Cipla Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	293.28	8.35%
2	IPCA Laboratories Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	288.55	8.21%
3	Sun Pharmaceutical Industries Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	286.00	8.14%
4	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	268.43	7.64%
5	Illumina Inc	Equity	Foreign		Healthcare Services	266.79	7.59%
6	Sai Life Sciences Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	241.60	6.88%
7	Gland Pharma Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	229.71	6.54%
8	Globus Medical Inc	Equity	Foreign		Healthcare Equipment & Supplies	200.91	5.72%
9	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services	169.10	4.81%
10	Cohance Lifesciences Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	145.05	4.13%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	64400	+7.3%	+15.6%
2Y	07 Nov, 24	1.20 L.	1.31 L.	+9.5%	+9.5%
3Y	07 Nov, 23	1.80 L.	2.11 L.	+17.1%	+10.9%
5Y	08 Nov, 21	3 L.	4.47 L.	+49.1%	+16.3%
SI	07 Dec, 18	4.75 L.	10.18 L.	+114.4%	+19.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.11 L.	+11.1%	+11.1%
2Y	16 Oct, 24	1 L.	1.05 L.	+5.1%	+2.5%
3Y	16 Oct, 23	1 L.	1.64 L.	+64.1%	+17.9%
5Y	18 Oct, 21	1 L.	1.86 L.	+86.4%	+13.3%
SI	03 Dec, 18	1 L.	4.33 L.	+332.8%	+20.5%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.