In the mutual fund sector, the equity mutual funds in the pharma sector have demonstrated strong performance over a 5-year period.
This article highlights the top 5 mutual funds based on their 5-year Compound Annual Growth Rate (CAGR), providing insights into their management, categories, and financial metrics.
| Fund Name | AUM (in ₹ crore) | NAV | 1 Year Return (%) | 3 Year CAGR Return (%) | 5 Year CAGR Return (%) | PE Ratio |
| SBI Healthcare Opp Fund-Reg(G) | 4565.9 | 499.3 | 14.12 | 24.28 | 16.43 | 50.36 |
| ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund-(G) | 6453.5 | 43.32 | 8.78 | 25.33 | 15.9 | 38.39 |
| DSP Healthcare Fund-Reg(G) | 3309.2 | 43.99 | 11.07 | 22.25 | 14.69 | 38.34 |
| UTI Healthcare Fund-Reg(G) | 1308 | 327.6 | 13.59 | 25.53 | 14.32 | 39.59 |
| Mirae Asset Healthcare Fund-Reg(G) | 3090.5 | 44.16 | 14.32 | 23.83 | 14.09 | 44.22 |
Note: In the above data, the AUM is as of May 31, 2026, and NAV is as of July 6, 2026.
Managed by Tanmaya Desai, the SBI Healthcare Opportunities Fund is an open-ended equity fund in the pharmaceutical sector.
With an AUM of ₹4,565.9 crore and an expense ratio of 1.88%, the fund has achieved a 5-year CAGR of 16.43%. Its NAV stands at ₹499.27, with a 52-week high of ₹501.11 and a low of ₹402.12. The fund's exit load is 0.50% on or before 15 days, and nil after.
ICICI Prudential Pharma Healthcare & Diagnostics Fund is managed by Dharmesh Kakkad, this open-ended equity fund focuses on the pharmaceutical sector. It has an AUM of ₹6,453.5 crore and an expense ratio of 2.41%.
The fund's 5-year CAGR is 15.9%, with a NAV of ₹43.32. Its 52-week high and low are ₹43.59 and ₹36.38, respectively. The exit load is 1% on or before 15 days, and nil after.
Chirag Dagli manages the DSP Healthcare Fund, an open-ended equity fund in the healthcare sector.
The fund's AUM is ₹3,309.2 crore, with an expense ratio of 1.94%. It has a 5-year CAGR of 14.69%, and its NAV is ₹43.99. The 52-week high and low are ₹43.99 and ₹35.84, respectively. The exit load is 0.50% on or before 1 month, and nil after.
Read More: Best Equity International Mutual Funds Based on 5-Year CAGR for July 2026!
Managed by Kamal Gada, the UTI Healthcare Fund is an open-ended equity fund in the pharmaceutical sector.
It has an AUM of ₹1,308 crore and an expense ratio of 2.26%. The fund's 5-year CAGR is 14.32%, with a NAV of ₹327.59. Its 52-week high and low are ₹329.95 and ₹268.59, respectively. The exit load is 1% on or before 30 days, and nil after.
Vrijesh Kasera manages the Mirae Asset Healthcare Fund, an open-ended equity fund in the healthcare sector.
With an AUM of ₹3,090.5 crore and an expense ratio of 1.94%, the fund has a 5-year CAGR of 14.09%. Its NAV is ₹44.16, with a 52-week high of ₹44.43 and a low of ₹36.01. The exit load is 1% on or before 1 year, and nil after.
The top 5 pharma sector mutual funds based on 5-year CAGR include SBI Healthcare Opportunities Fund at 16.43%, ICICI Prudential Pharma Healthcare & Diagnostics Fund at 15.9%, DSP Healthcare Fund at 14.69%, UTI Healthcare Fund at 14.32%, and Mirae Asset Healthcare Fund at 14.09%. These funds are managed by experienced professionals and focus on the healthcare and pharmaceutical sectors.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Published on: Jul 8, 2026, 2:22 PM IST
Team Angel One
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