UTI Healthcare Fund - Regular Plan - Growth Option
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 05-08-2005
AUM:
₹ 943.34 Cr
Expense Ratio
2.33%
Benchmark
S&P BSE Healthcare TRI
ISIN
INF789F01695
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Kamal Gada
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Healthcare Fund - Regular Plan - Growth Option | 49.65 | 12.56 | 22.44 |
| S&P BSE Healthcare TRI | 52.5 | 14.07 | 21.99 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
223.7674
Last change
0.12 (0.0518%)
Fund Size (AUM)
₹ 943.34 Cr
Performance
14.3% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
An open-end fund which exclusively invests in the equities of the pharma & healthcare sector companies. This fund is one of the growth sector fund s aiming to invest in companies engaged in business of manufacturing and marketing of bulk drug, formulations and health care products and service.
Fund Manager
Kamal Gada
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Sun Pharmaceutical Industries Ltd. | 12.62 |
| Cipla Ltd. | 6.72 |
| Ajanta Pharma Ltd. | 5.85 |
| Dr. Reddy's Laboratories Ltd. | 5.26 |
| Apollo Hospitals Enterprise Ltd. | 4.41 |
| Aurobindo Pharma Ltd. | 3.67 |
| Fortis Healthcare Ltd. | 3.49 |
| Krishna Institute of Medical Sciences Ltd | 3.45 |
| Eris Lifesciences Ltd. | 3.29 |
| Procter & Gamble Health Ltd. | 3.26 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 97.87 |
| Others | 1.41 |
| Insurance | 0.61 |
| Financial | 0.13 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI Healthcare Reg Gr | 22.44 |
| ICICI Pru Pharma Healthcare and Diagnostics PHD Fund Cum | 25.77 |
| ABSL Pharma and Healthcare Reg Gr | 0.0 |
| Tata India Pharma & Healthcare Reg Gr | 23.56 |
| SBI HEALTHCARE Opportunities Reg Gr | 24.87 |
| Nippon India Pharma Fund Gr Gr | 24.41 |
| DSP Healthcare Reg Gr | 27.19 |
| Mirae Asset Healthcare Reg Gr | 25.04 |
| LIC MF Healthcare Fund Reg Gr | 19.52 |
| ITI Pharma and Healthcare Fund Reg Gr | 0.0 |