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Growth Investing

GI Healthcare Theme

GI Healthcare Theme

Min. investment: ₹45599

Rs. 3,999.00
Rs. 3,999.00
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Rs. 3,999.00

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Rs. 5,999.00

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Rs. 9,999.00

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SEBI Registered

SEBI Registered

20+ Years Experience

20+ Years Experience

15k+ Happy Customers

15k+ Happy Customers

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Why Consider This Portfolio?

The Growth Investing Healthcare Opportunities Portfolio focuses on healthcare segments beyond pharmaceuticals, such as hospitals, diagnostics, medical supplies, and healthcare technology.

The strategy is designed to capture demand-driven growth in India’s healthcare ecosystem, supported by rising healthcare awareness, increasing insurance coverage, and expanding medical infrastructure. It is intended for investors seeking long-term exposure to India’s evolving healthcare needs.

 Areas of Focus :

  • Healthcare Delivery & Hospitals
    Exposure to hospital chains and healthcare providers benefiting from rising patient volumes and capacity expansion.
  • Diagnostics & Laboratories
    Investments in diagnostic and testing businesses aligned with preventive healthcare and regular health monitoring trends.
  • Healthcare Technology & R&D
    Companies involved in hospital technology, research support, and healthcare systems that improve efficiency and outcomes.
  • Medical Supplies & Distribution
    Exposure to essential medical equipment, consumables, and distribution networks supporting healthcare delivery.

Portfolio Structure & Risk Balance :

  • Diversified Healthcare Exposure
    The portfolio invests across multiple healthcare sub-segments to reduce dependence on any single area.
  • Equal-Weight Allocation
    Holdings are equally weighted across 20 stocks, helping manage concentration risk.
  • Non-Pharma Focus
    By avoiding pharmaceutical pricing volatility, the portfolio aims to stay aligned with healthcare demand rather than regulatory pricing cycles.

Investment Rationale :

  • Structural Growth Drivers
    Healthcare spending in India is expected to rise over time, supported by demographic trends, policy initiatives, and increased affordability.
  • Infrastructure & Policy Support
    Government programmes and private investments are expanding healthcare access and capacity.
  • Long-Term Orientation
    The portfolio is structured for investors looking to participate in healthcare sector growth over extended periods.

Investment Details :

  • Number of Stocks: 20
  • Weighting: Equal-weight allocation
  • Sector Exposure: Hospitals, diagnostics, medical supplies, healthcare technology
  • Investment Horizon: Long-term
  • Risk Profile: Moderate to high (sector-focused)

     

    A diversified approach to participating in India’s healthcare expansion beyond pharmaceuticals.

Stocks & ETFs

21

Rebalance Frequency

Need Basis

Last Rebalance

Jan 13, 2026

Next Rebalance

Need Basis

GENERAL QUESTIONS

Everything you need to know before getting started.

Who is this portfolio suitable for? +

This portfolio is suitable for investors with a long-term horizon who want thematic exposure to healthcare services and infrastructure rather than pharmaceutical companies.

Does this portfolio invest in pharma stocks? +

No. The portfolio specifically focuses on non-pharma healthcare segments such as hospitals, diagnostics, and medical supplies.

Why focus on healthcare now? +

Rising healthcare demand, increasing insurance penetration, and infrastructure expansion are creating long-term growth opportunities across healthcare services.

How diversified is the portfolio? +

The portfolio is diversified across 20 equally weighted stocks spanning multiple healthcare sub-segments.

Is this a low-risk portfolio? +

Sector-focused portfolios can experience volatility. Risk is managed through diversification across sub-segments, but short-term fluctuations should be expected.

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