Home>Mutual Funds>Compare>Compare UTI Healthcare Fund Direct Growth with SBI Healthcare Opportunities Fund Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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UTI Healthcare Fund Direct Growth

Equity
Sectoral/Thematic
2.0 star
INVEST NOW
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SBI Healthcare Opportunities Fund Direct Plan Growth

Equity
Sectoral/Thematic
3.0 star
INVEST NOW
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UTI Healthcare Fund Direct Growth

(60.6%)

SBI Healthcare Opportunities Fund Direct Plan Growth

(63.0%)
1Y
3Y
5Y
Fund Details
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RiskHighHigh-
Min SIP Amount₹500₹500-
Expense Ratio1.83%1.13%-
NAV₹151.2 (21-Jan-2021)₹216.3 (21-Jan-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹649Cr₹1,575Cr-
Returns
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1Y
60.6%
63.0%
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3Y
16.8%
15.8%
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5Y
11.1%
9.3%
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Pros & Cons
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Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 1Y Returns are higher than the category average returns
Found nothing so far.
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Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.84%
1. Risk-adjusted returns are lower compared to the category
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Sun Pharmaceutical Inds. Ltd.
10.4%
Dr. Reddy's Laboratories Ltd.
9.1%
Aurobindo Pharma Ltd.
8.1%
Cipla Ltd.
7.8%
Divi's Laboratories Ltd.
7.4%
Cadila Healthcare Ltd.
5.6%
Eris Lifesciences Ltd
4.2%
Narayana Hrudayalaya Ltd.
3.9%
Ipca Laboratories Ltd.
3.7%
Biocon Ltd.
3.6%
Name
Assets
Aurobindo Pharma Ltd.
9.7%
Dr. Reddy's Laboratories Ltd.
9.6%
Divi's Laboratories Ltd.
9.1%
Cipla Ltd.
8.9%
Lupin Ltd.
8.8%
Sun Pharmaceutical Inds. Ltd.
6.8%
Narayana Hrudayalaya Ltd.
4.1%
Strides Pharma Science Ltd.
4.0%
Alkem Laboratories Ltd.
3.4%
Gland Pharma Ltd.
3.2%
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Fund Manager
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Name
V Srivatsa
Tanmaya Desai
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Education

Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.

Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).

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Experience

Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.

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
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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
01 Feb 2003
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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