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UTI Healthcare Fund

Growth
EquitySectoral Fund - Pharma & Health Care
Mid-size FundAssets Under Mgmt: ₹ 1,187 Cr
Very High RiskPrinciple investment will be at very high risk
326.340.09% (+0.28)

Price Chart

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Returns
0.00%
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EquitySectoral Fund - Pharma & Health Care
Mid-size FundAssets Under Mgmt: ₹ 1,187 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.2852.812.92
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4752.812.57

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
BSE Health Care - TRI

About Sectoral Fund - Pharma & Health Care

Sectoral Funds - Pharma & Health Care are equity schemes that majorly invest in healthcare sector companies. It will give exposure to entire healthcare sector which comprised a wide range of companies involved in medical services, medical equipments, drugs and medical insurance.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Pharma & Health Care
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
UTI Healthcare Fund47.46%22.90%17.49%
Nippon India Pharma Fund38.16%21.17%19.32%
ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund50.42%26.07%24.99%
SBI Healthcare Opp Fund47.12%25.90%19.18%

Price Comparison

Compare UTI Healthcare Fund with any MF, ETF, stock or index
Compare UTI Healthcare Fund with any MF, ETF, stock or index
UTI Healthcare Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
DepositsTreasury BillsCash & EquivalentsEquity0.01%0.11%1.41%98.47%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+2 moreHealth Care Equipment & SuppliesInsuranceOthersLabs & Life Sciences ServicesPharmaceuticals0.12 %0.85 %1.04 %2.72 %18.96 %76.32 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2475.56%75.70%74.38%74.39%74.33%76.32%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Sun Pharmaceutical Industries Ltd
    SUNPHARMA
    3M change : -0.32 %

    Holdings

    11.29 %

    -0.32 %
  • Cipla Ltd
    CIPLA
    3M change : -0.76 %

    Holdings

    5.89 %

    -0.76 %
  • Ajanta Pharma Ltd
    AJANTPHARM
    3M change : -0.44 %

    Holdings

    5.38 %

    -0.44 %

AMC Profile

UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.

  • No.of Schemes

    64

  • Total AUM

    ₹ 2,19,060.48 Cr.

Fund Manager Profile

Kamal Gada

AUM:  ₹1,187.02 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Qualification

B.Com, CA, CS, CFA

Past Experience

Data not available

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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