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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Sep 22)
6 Month CAGR
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.
Launched (24y ago)
Jun 28, 1999
AUM in Crores
S&P BSE Healthcare TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Healthcare Fund (RIDCW-A)||10,58,906||3,26,294||14.8%|
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 pharmaceuticals industries ltd12.6%
dr reddy's laboratories ltd7.1%
apollo hospitals enterprise ltd5.9%
ajanta pharma ltd5.3%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,197 cr
₹ 11,862 cr
₹ 17,630 cr
₹ 10,089 cr
₹ 9,392 cr
UTI Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Healthcare Fund (RIDCW-A) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 14% over a period of 24 years. The fund was previously known as UTI Healthcare Reg DR. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Kamal Gada, V Srivatsa.
Nav of UTI Healthcare Fund (RIDCW-A) as of 9/22/2023 is ₹139.91 with the total AUM as of 9/23/2023 is ₹776.06. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Healthcare Fund (RIDCW-A) was launched on Jun 28, 1999. The category risk of the fund is Very High Risk.
The minimum SIP amount for UTI Healthcare Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 23.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Healthcare Fund (RIDCW-A).
What is UTI Healthcare Fund (RIDCW-A)?
How to invest in UTI Healthcare Fund (RIDCW-A)?
You can invest in UTI Healthcare Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for UTI Healthcare Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Healthcare Fund (RIDCW-A) good to invest in?
As per Scripbox experts, UTI Healthcare Fund (RIDCW-A) is a Not Recommended fund. You can investUTI Healthcare Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the UTI Healthcare Fund (RIDCW-A) is 2.38% for regular plan.