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.
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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%
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 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund 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.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
