- Mutual Funds
- UTI Mutual Fund
- UTI Healthcare Fund (Growth)
Formerly UTI Pharma & Healthcare Gr
UTI Healthcare Fund (Growth)
₹ 144.13
NAV (May 27)
Neutral
Click here to see our recommendations.
Sectoral / thematic - pharma and healthcare funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Track Record
23 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
767 Cr. Medium within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Consistently Good. The fund has performed well consistently over a period of time
Scripbox Recommended Equity Funds
Want the focused equity funds that are right for your long term equity investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 144.13
NAV (May 27)
Fund Returns
Last 1Y | -10% |
Last 3Y | 21.3% |
Last 5Y | 12.6% |
Last 10Y | 13.6% |
Since Inception | 13.7% |
6 Month CAGR | -12.3% |
Scheme Information
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.
Expense Ratio | 2.16 |
Launched (23y ago) | Jun 28, 1999 |
AUM in Crores | 766.090 |
ISIN | INF789F01695 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
sun pharmaceuticals industries ltd
10.7%dr reddy's laboratories ltd
8%cipla ltd
7.8%divi's laboratories ltd
5.2%fortis healthcare ltd
5%
Allocation by Sector
healthcare
95.4%basic materials
2.9%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 188,758 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.2% | 6.9% | ||
- | 13.7% | ||
13.5% | 14.4% | ||
12% | 11.4% | ||
12.8% | 15.5% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsUTI Healthcare Fund (G) Review
UTI Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 13.7% over a period of 22 years. The fund was previously known as UTI Pharma & Healthcare Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Kamal Gada, V Srivatsa.
Nav of UTI Healthcare Fund (G) as of 5/27/2022 is ₹144.13 with the total AUM as of 5/28/2022 is ₹766.09. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Healthcare Fund (G) was launched on Jun 28, 1999. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Healthcare Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
UTI Healthcare Fund (G) 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.
UTI Healthcare Fund (G) is rated as a 3 fund in Equity and delivered -10% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Healthcare Fund (G).
Frequently Asked Questions
What is UTI Healthcare Fund (G)?
How to invest in UTI Healthcare Fund (G)?
You can invest in UTI Healthcare Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Healthcare Fund (G)?
The minimum sip amount for UTI Healthcare Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Healthcare Fund (G) good to invest in?
As per Scripbox experts, UTI Healthcare Fund (G) is a Neutral fund. You can investUTI Healthcare Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Healthcare Fund (G)?
The expense ratio of the UTI Healthcare Fund (G) is 2.16% for regular plan.