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for top ranked funds in
sectoral / thematic - pharma and healthcare mutual funds.
However, Scripbox does not recommend investing in sectoral / thematic - pharma and healthcare mutual funds.
The pharma benchmark index itself has been a material underperformer over an extended time frame. Contrary to common perception, this category is also characterised by higher volatility. Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on. In addition the investor will need to have the ability, inclination and expertise to monitor the prospects closely. Investors are therefore better off investing in diversified funds rather than this category.
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.
Low
Moderately Low
Moderate
Moderately High
High
High Risk
2.78%
Expense Ratio
28th Jun, 1999
Launched (21y ago)
₹
563
AUM in Crores
INF789F01695
ISIN
No Lock-in
Lock-in
S&P BSE Healthcare TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
V Srivatsa
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments
are subject to market risk, read all scheme related documents carefully before investing. Past performance is
not an indicator of future returns.
UTI Asset Management Company Ltd manages assets worth ₹ 129,633 crores. It's current offering of mutual fund schemes includes 56 equity, 485 debt and 34 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
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You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
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We will track our recommendations and suggest changes fund exists
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About UTI Healthcare Fund (Growth)
About UTI Healthcare Fund (Growth)
UTI Healthcare Fund (Growth) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 14.25% over a period of 21 years.
The fund was previously known as UTI Pharma & Healthcare Gr.
The fund is managed by UTI Asset Management Company Ltd.
The fund manager’s name is V Srivatsa.
UTI Healthcare Fund (Growth) 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.
However, there is no assurance that the objective of the scheme will be realized.
UTI Healthcare Fund (Growth) NAV, AUM and Risk
The fund was launched on 1999-06-28. The NAV of the fund as of 2020-10-23 is ₹ 129.06. The total AUM of the fund as of 2020-10-23 is ₹ 563 Cr. The category risk of the fund is High Risk
The fund charges 2.78 % as expense ratio.
UTI Healthcare Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 97.18% in this asset class.
The top three holdings of the fund are dr reddy's laboratories ltd, sun pharmaceuticals industries ltd and divi's laboratories ltd.
UTI Healthcare Fund (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
UTI Healthcare Fund (Growth) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Healthcare TR INR.
