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).
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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.
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 Co Ltd manages assets worth 140,302 crores and was set up on 3 December 1993. 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
Not Recommended
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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About UTI Healthcare Fund (G)
About UTI Healthcare Fund (G)
UTI Healthcare Fund (G) is a sectoral / thematic - pharma and healthcare equity fund and has delivered an annualised return of 14.3% 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 manager’s name is V Srivatsa.
UTI Healthcare Fund (G) 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 (G) NAV,AUM,Risk
The UTI Healthcare Fund (G) fund was launched on Jun 28, 1999. The NAV (Net Asset Value) of this sectoral / thematic - pharma and healthcare equity as of 2021-03-02 is ₹ 137.9224. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 617.191. The category risk of the UTI Healthcare Fund (G) fund is Very High Risk.
The fund charges 2.51 % as expense ratio.
UTI Healthcare Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 98.2% in this asset class. The top three holdings of the fund are sun pharmaceuticals industries ltd,cipla ltd and aurobindo pharma ltd
UTI Healthcare Fund (G) 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 (G) 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
UTI Healthcare Fund (G) Review
UTI Healthcare Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Healthcare Fund (G) has a score of 3 out of 5.
Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.
