Pharma, healthcare funds are in recovery mode. Should you enter them now?
Last Update Date: 05-10-2026
Published by Business Standard
Abhishek Kumar's role: Quoted
Abhishek Kumar pointed out that US drug-pricing policy and high concentration add risk, said these funds suit investors who understand sector cycles, and suggested limiting total sector exposure to below 10%.
More of Abhishek's views on mutual funds
After a weak 2025, pharma and healthcare sector funds have recovered. The article sets out what fund managers see for the sector, the headwinds and risks such as US regulation and pricing policy, who these sector funds suit, and how new and existing investors might approach them.
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Pharma, healthcare funds are in recovery mode. Should you enter them now?