/logo.svgIpoTec




Holdings (34)

NameSectorInstrumentAssets
Sun Pharmaceutical Industries LtdHealthcareEquity9.2%
Divi's Laboratories LtdHealthcareEquity8.02%
Lupin LtdHealthcareEquity5.45%
Max Healthcare Institute LtdHealthcareEquity5.26%
Aster DM Healthcare LtdHealthcareEquity5.18%
Cipla LtdHealthcareEquity4.92%
Ami Organics LtdHealthcareEquity4.5%
Alkem Laboratories LtdHealthcareEquity4.36%
Anthem Biosciences Ltd.HealthcareEquity4.15%
Ipca Laboratories LtdHealthcareEquity3.5%

Returns and rankings

1Y3Y5YAll
Fund Returns20.02%NA%NA%NA%
Category Average-2.14%22.11%14.61%NA%
Rank Within Category1.00%NA%NA%NA%

Expense ratio, exit load and tax


Expense ratio: 1.16%

Inclusive of GST


Exit load

Exit load of 1%, if redeemed within 30 days.


Stamp duty

0.005% (from July 1st, 2020)


Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.


Fund management

Disclaimer:Logos and other registered trademarks of funds used on this platform are held by their respective owners. IpoTec does not claim ownership or association on them, and their use is purely for informational and illustrative purposes.

Copyrights ©2026 IpoTec. All rights reserved.