UTI Healthcare Fund - Regular Plan - Growth Option
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 05-08-2005
AUM:
₹ 1,429.84 Cr
Expense Ratio
2.22%
Benchmark
BSE Healthcare TRI
ISIN
INF789F01695
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Kamal Gada
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Healthcare Fund - Regular Plan - Growth Option | 10.99 | 20.82 | 13.73 |
| Benchmark | - | - | - |
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
324.8927
Last change
-0.4 (-0.1221%)
Fund Size (AUM)
₹ 1,429.84 Cr
Performance
14.57% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Manager
Mr. Kamal Gada
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 8.25 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 6.21 |
| NET CURRENT ASSETS | 5.71 |
| AJANTA PHARMA LIMITED EQ NEW FV RS. 2/- | 4.74 |
| GLAND PHARMA LIMITED EQ NEW FV Re.1/- | 3.7 |
| Dr. Reddys Laboratories Ltd | 3.62 |
| ALKEM LABORATORIES LIMITED EQ | 3.29 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.27 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.1 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 3.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 94.24 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI Healthcare Reg Gr | 13.73 |