Compare UTI Healthcare Fund Direct Growth vs SBI Healthcare Opportunities Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
UTI Healthcare Fund Direct GrowthEquity
Sectoral / Thematic
3.0
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SBI Healthcare Opportunities Fund Direct Plan GrowthEquity
Sectoral / Thematic
5.0
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UTI Healthcare Fund Direct Growth

(30.9%)

SBI Healthcare Opportunities Fund Direct Plan Growth

(30.6%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	1.37%	1.01%	-
NAV	₹221.3 (04-Dec-2023)	₹333.2 (04-Dec-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹765Cr	₹1,982Cr	-
Exit Load	Exit load of 1% if redeemed within 30 days.	Exit load of 0.50% if redeemed within 15 days	-

Returns

1Y
30.9%
30.6%
-
3Y
14.5%
17.2%
-
5Y
19.9%
20.9%
-

Pros & Cons

Pros
1. Lower expense ratio: 1.37%2. Consistently higher annualised returns than category average for the past 1Y and 3Y
1. Lower expense ratio: 1.01%2. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3. Consistently top ranked fund
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Cons
1. 5Y and 10Y annualised returns lower than category average
Found nothing so far.
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
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Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Sun Pharmaceutical Industries Ltd.
12.5%
Cipla Ltd.
7.8%
Dr. Reddy's Laboratories Ltd.
6.9%
Apollo Hospitals Enterprise Ltd.
6.8%
Ajanta Pharma Ltd.
5.0%
Fortis Healthcare Ltd.
4.3%
Aurobindo Pharma Ltd.
4.2%
Krishna Institute of Medical Sciences Ltd
3.8%
Suven Pharmaceuticals Ltd.
3.6%
Eris Lifesciences Ltd.
3.5%
Name
Assets
Sun Pharmaceutical Industries Ltd.
13.2%
Cipla Ltd.
8.2%
Divi's Laboratories Ltd.
6.8%
Aether Industries Ltd.
6.2%
Max Healthcare Institute Ltd.
5.2%
Mankind Pharma Ltd.
4.9%
Global Health Ltd.
4.8%
Krishna Institute of Medical Sciences Ltd
4.6%
Jupiter Life Line Hospitals Ltd.
4.5%
Rainbow Children's Medicare Ltd.
4.3%
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Fund Manager

Name
Kamal Gada
Tanmaya Desai
-
Education
Mr. Gada is B.com, CA, CS, & CFA
Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
-
Experience
Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.
Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.
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About Fund

Description
UTI Mutual Fund started their mutual fund on 01/02/2003 and its managing total assets of ₹1,50,669 Cr. Its ranked at 6 as per total assets at end of 30th Sep 2017.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
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Launch Date
14 Nov 2002
29 Jun 1987
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Custodian
Stock Holding Corp. of India Ltd.
SBI SG Global Securities Services Pvt.Ltd.
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Registrar & Transfer Agent
KFin Tech
Cams
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