• Mutual Funds
  • UTI Mutual Fund
  • UTI Healthcare Fund (Growth)

Formerly UTI Pharma & Healthcare Gr

UTI Mutual Fund

UTI Healthcare Fund (Growth)

EquitySectoral / Thematic - Pharma And Healthcare

144.13

NAV (May 27)

12.6%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in sectoral / thematic - pharma and healthcare.

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).

Our analysis of this fundLearn how we rate funds ->

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

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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.

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

V Srivatsa

Fund Manager

Kamal Gada

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-05-27

Top Stock Holdings

sun pharmaceuticals industries ltd

10.7%
10.7%

dr reddy's laboratories ltd

8%
8%

cipla ltd

7.8%
7.8%

divi's laboratories ltd

5.2%
5.2%

fortis healthcare ltd

5%
5%
See all holdings
allocation by market cap

Allocation by Sector

healthcare

95.4%
95.4%

basic materials

2.9%
2.9%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

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.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI 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)?

    UTI Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.