India’s healthcare investing universe is expanding rapidly from hospitals and diagnostics to contract drug manufacturing and specialty care. DSP Mutual Fund is positioning for that shift with a sharper focus on CDMO companies, corporate hospitals and small- and mid-cap opportunities.
Chirag Dagli, who manages the DSP Healthcare Fund, believes CDMO could deliver the sector’s fastest earnings growth over the next five years as global pharmaceutical companies seek to reduce their dependence on China. At the same time, the fund is evaluating hospital expansion, hybrid diagnostics businesses and valuations to identify healthcare companies capable of sustaining growth.
