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
2.0star
INVEST NOW
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SBI Healthcare Opportunities Fund Direct Plan Growth

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

(56.6%)

SBI Healthcare Opportunities Fund Direct Plan Growth

(58.1%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.65%1.06%-
NAV₹184.4 (26-Jul-2021)₹260.5 (26-Jul-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹872Cr₹2,004Cr-
Returns
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1Y
56.6%
58.1%
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3Y
27.7%
29.2%
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5Y
13.8%
11.9%
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Pros & Cons
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Pros
1. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
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Cons
1. Higher expense ratio - 1.65%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
1. 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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Turnover
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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
Dr. Reddy's Laboratories Ltd.
8.7%
Cipla Ltd.
8.3%
Aurobindo Pharma Ltd.
7.6%
Sun Pharmaceutical Industries Ltd.
7.3%
Divi's Laboratories Ltd.
5.3%
Fortis Healthcare Ltd.
4.8%
Ajanta Pharma Ltd.
4.5%
Narayana Hrudayalaya Ltd.
4.2%
Eris Lifesciences Ltd
4.2%
JB Chemicals & Pharmaceuticals Ltd.
4.0%
Name
Assets
Dr. Reddy's Laboratories Ltd.
9.7%
Aurobindo Pharma Ltd.
9.5%
Sun Pharmaceutical Industries Ltd.
9.4%
Cipla Ltd.
8.7%
Divi's Laboratories Ltd.
7.9%
Lupin Ltd.
7.6%
Alkem Laboratories Ltd.
4.0%
Narayana Hrudayalaya Ltd.
3.7%
Apollo Hospitals Enterprise Ltd.
3.5%
Max Healthcare Institute Ltd.
3.4%
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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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