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    • UTI Healthcare Fund (Growth)

    Formerly UTI Pharma & Healthcare Gr

    UTI Mutual Fund

    UTI Healthcare Fund (Growth)

    EquitySectoral / Thematic - Pharma And Healthcare

    172.4386

    NAV (Sep 23)

    12.5%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here 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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    22 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    898 Cr. Medium within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Consistently Good. The fund has performed well consistently over a period of time

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    172.4386

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    36.2%
    Last 3Y
    23.3%
    Last 5Y
    12.5%
    Last 10Y
    16.1%
    Since Inception
    15.1%
    6 Month CAGR
    26.6%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.36
    Launched (22y ago)
    Jun 28, 1999
    AUM in Crores
    897.046
    ISIN
    INF789F01695
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE Healthcare TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    V Srivatsa

    Fund Manager

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    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.

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    • Inflation beating returns
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    UTI Asset Management Company Ltd

    UTI Asset Management Co Ltd manages assets worth 174,991 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    4.2%

    7.1%

    top-ranked-badge

    3.5%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    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 15.1% 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 fund as of 2021-09-23 is ₹172.44. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹897.046. The category risk of the UTI Healthcare Fund (G) fund is Very High Risk. The fund charges 2.36 % as expense ratio.

    UTI Healthcare Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.3% in this asset class. The top three holdings of the fund are , dr reddy's laboratories ltd , sun pharmaceuticals industries ltd , cipla ltd , divi's laboratories ltd , aurobindo pharma ltd , fortis healthcare ltd , ajanta pharma ltd , eris lifesciences ltd registered shs , apollo hospitals enterprise ltd , ipca laboratories ltd , narayana hrudayalaya ltd , j.b. chemicals & pharmaceuticals ltd , fdc ltd , alkem laboratories ltd , cadila healthcare ltd , krishna institute of medical sciences ltd , net current assets , abbott india ltd , gland pharma ltd , advanced enzyme technologies ltd , lupin ltd , metropolis healthcare ltd , alembic pharmaceuticals ltd , torrent pharmaceuticals ltd , poly medicure ltd , suven pharmaceuticals ltd , procter & gamble health ltd , sanofi india ltd , windlas biotech ltd , laurus labs 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 3 out of 5 based on consistency of performance over various years / tenures.

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