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
3.0
SBI Healthcare Opportunities Fund Direct Plan GrowthEquity
Sectoral
4.0
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UTI Healthcare Fund Direct Growth

(47.0%)

SBI Healthcare Opportunities Fund Direct Plan Growth

(46.5%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
1.25%
0.89%
-
NAV
₹321.7 (13-Dec-2024)
₹486.2 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹1,201Cr
₹3,346Cr
-
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 0.50% if redeemed within 15 days
-

Returns

1Y
47.0%
46.5%
-
3Y
22.3%
25.7%
-
5Y
29.0%
30.8%
-

Pros & Cons

Pros
1.Lower expense ratio: 1.25%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Consistently top ranked fund
1.Lower expense ratio: 0.89%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
-

Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Sun Pharmaceutical Industries Ltd.
10.7%
Cipla Ltd.
5.7%
Ajanta Pharma Ltd.
4.8%
Dr. Reddy's Laboratories Ltd.
4.7%
Glenmark Pharmaceuticals Ltd.
3.9%
Gland Pharma Ltd.
3.8%
Apollo Hospitals Enterprise Ltd.
3.4%
Fortis Healthcare Ltd.
3.4%
Procter & Gamble Health Ltd.
3.2%
Divi's Laboratories Ltd.
3.2%
Name
Assets
Sun Pharmaceutical Industries Ltd.
12.9%
Divi's Laboratories Ltd.
6.4%
Cipla Ltd.
5.7%
Max Healthcare Institute Ltd.
5.7%
Lupin Ltd.
4.7%
Lonza Group Ag
4.4%
Poly Medicure Ltd.
4.0%
Krishna Institute of Medical Sciences Ltd
3.8%
Jupiter Life Line Hospitals Ltd.
3.6%
Aether Industries Ltd.
3.3%
-

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.
-

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.
-
Launch Date
14 Nov 2002
29 Jun 1987
-
Custodian
Stock Holding Corp. of India Ltd.
SBI SG Global Securities Services Pvt.Ltd.
-
Registrar & Transfer Agent
KFin Tech
Cams
-

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