The new fund offer (NFO) opens for subscription on August 18 and will close on September 1. The scheme will be benchmarked against the BSE Healthcare TRI and will be managed by Aditya Khemani, Head of Equity and Fund Manager at Invesco Mutual Fund.
What will the fund invest in?
The scheme will invest across different segments of the healthcare ecosystem rather than focusing only on pharmaceutical companies. Its portfolio can include pharmaceutical companies, hospitals, diagnostic firms, contract development and manufacturing organisations (CDMOs), contract research organisations (CROs), medical device companies and healthcare service providers.
It can also invest in insurance and other allied healthcare businesses.
The fund house said the strategy is based on the long-term growth potential of India’s healthcare sector, supported by factors such as rising healthcare spending, expanding insurance coverage, ageing demographics, increasing lifestyle-related diseases and growing healthcare infrastructure.
It also pointed to India’s position in global pharmaceutical manufacturing and outsourcing, as well as opportunities emerging from healthcare and life-sciences innovation.
Investment approach
According to the fund house, the investment strategy will focus on identifying businesses with sustainable competitive advantages and visibility on growth across different parts of the healthcare value chain.
This means the scheme is not limited to a single healthcare segment and may allocate across established pharmaceutical companies as well as hospitals, diagnostics, CDMOs and other emerging areas.
Minimum investment, exit load
The minimum lump-sum investment during the NFO is ₹1,000, with subsequent investments allowed in multiples of ₹1. The minimum SIP investment is ₹100, also in multiples of ₹1.
The scheme will levy an exit load of 0.50% if units are redeemed or switched out within three months from the date of allotment. No exit load will apply after three months.
The fund house’s launch comes as investors have access to a growing number of sector- and theme-focused equity schemes. Unlike a diversified equity fund, a sector-focused scheme can be more exposed to the performance and valuation cycles of the underlying sector, making its portfolio performance dependent to a greater extent on developments in healthcare and related businesses.
First Published: Aug 18, 2026 10:51 AM IST
