₹ 279.9381
NAV (Oct 28)
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).
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 279.9381
NAV (Oct 28)
Last 1Y | 55.6% |
Last 3Y | 20% |
Last 5Y | 28.2% |
Last 10Y | 13.2% |
Since Inception | 15.3% |
6 Month CAGR | 24.7% |
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector.
Expense Ratio | 2.25% |
Launched | - |
AUM in Crores | 1201.4 |
ISIN | INF789F01695 |
Lock-in (days) | No Lock-in |
Benchmark | BSE Healthcare Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 16 |
Beta | 1 |
Sharpe Ratio | 0.8 |
YTM | - |
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with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Healthcare Fund (G) | 15,29,784 | 7,97,172 | 28.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
Sun Pharmaceutical Industries Ltd.
11.61%Cipla Ltd.
6.66%Ajanta Pharma Ltd.
5.82%Dr. Reddy's Laboratories Ltd.
5.4%Apollo Hospitals Enterprise Ltd.
3.94%Healthcare
95.39%Insurance
1.24%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
UTI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.5% | 7.3% | ||
6% | 6.8% | ||
6.2% | 6.9% | ||
15.8% | 15.2% | ||
20.2% | 14.1% |
UTI Healthcare Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 15.29%. The fund is managed by UTI Mutual Fund. The fund manager’s name is Kamal Gada.
Nav of UTI Healthcare Fund (G) as of 10/28/2024 is ₹279.94 with the total AUM as of 10/29/2024 is ₹1201.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
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 BSE Healthcare Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 55.56% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Healthcare Fund (G).
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?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your 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 2.25% for regular plan.
What is the NAV of UTI Healthcare Fund (G)?
Today's UTI Healthcare Fund (G) NAV is ₹279.94.