Mutual funds bet big on healthcare stocks after Trump’s tariff pause. Is the danger really over?

Following Trump's tariff pause in April 2025, the Nifty Healthcare index rebounded strongly, rising 7%. Mutual funds increased holdings in several healthcare stocks, with Syngene International seeing the highest buying. While some stocks like Zydus Lifesciences faced sell-offs, the sector's overall performance remained robust, outperforming the Nifty.