How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 52.81 | 2.92 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.47 | 52.81 | 2.57 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
BSE Health Care - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Healthcare Fund | 47.46% | 22.90% | 17.49% |
Nippon India Pharma Fund | 38.16% | 21.17% | 19.32% |
ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund | 50.42% | 26.07% | 24.99% |
SBI Healthcare Opp Fund | 47.12% | 25.90% | 19.18% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
11.29 %
Holdings
5.89 %
Holdings
5.38 %
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.
Kamal Gada
AUM: ₹1,187.02 Cr.
|
Exp: —
B.Com, CA, CS, CFA
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Why consider UTI Healthcare Fund?
2 months ago•UTI Mutual Fund
Healthcare Sector Outlook & UTI Healthcare Fund
2 months ago•UTI Mutual Fund
Investment Strategy & Construct of UTI Healthcare Fund
2 months ago•UTI Mutual Fund
UTI Healthcare Fund
4 months ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot – March 2022 – UTI Healthcare Fund
2 years ago•UTI Mutual Fund
Top 3 Healthcare Sector Mutual Fund to invest after Corona virus market crash 2020 | Corona virus
4 years ago•Time To Invest
UTI Healthcare Fund - UTI Connect | Monthly Portfolio Snapshot - March 2020
4 years ago•UTI Mutual Fund
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%