Groww Logo
search
Home>Mutual Funds>Compare UTI Healthcare Fund Direct Growth with SBI Healthcare Opportunities Fund Direct Plan Growth
shareSHARE

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

cancel

UTI Healthcare Fund Direct Growth

Equity
Sectoral / Thematic
2.0star
INVEST NOW
cancel

SBI Healthcare Opportunities Fund Direct Plan Growth

Equity
Sectoral / Thematic
3.0star
INVEST NOW
add_circle_outline

Add a fund

UTI Healthcare Fund Direct Growth

(28.7%)

SBI Healthcare Opportunities Fund Direct Plan Growth

(27.7%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio1.24%1.05%-
NAV₹178.5 (27-Oct-2021)₹247.7 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹880Cr₹2,001Cr-
Returns
keyboard_arrow_up
1Y
28.7%
27.7%
-
3Y
27.0%
26.0%
-
5Y
12.9%
11.0%
-
Pros & Cons
keyboard_arrow_up
Pros
1. Lower expense ratio: 1.24%
1. Lower expense ratio: 1.05%
-
Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
2. Low rating: 2
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
-

Holding Analysis

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

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
Dr. Reddy's Laboratories Ltd.
9.7%
Sun Pharmaceutical Industries Ltd.
8.6%
Cipla Ltd.
8.2%
Aurobindo Pharma Ltd.
6.5%
Divi's Laboratories Ltd.
5.5%
Fortis Healthcare Ltd.
4.8%
Ajanta Pharma Ltd.
4.3%
Eris Lifesciences Ltd
4.3%
Ipca Laboratories Ltd.
3.7%
Apollo Hospitals Enterprise Ltd.
3.7%
Name
Assets
Sun Pharmaceutical Industries Ltd.
11.4%
Cipla Ltd.
8.8%
Dr. Reddy's Laboratories Ltd.
8.8%
Divi's Laboratories Ltd.
8.6%
Aurobindo Pharma Ltd.
6.5%
Lupin Ltd.
6.3%
Max Healthcare Institute Ltd.
5.7%
Alkem Laboratories Ltd.
4.8%
Apollo Hospitals Enterprise Ltd.
4.5%
Narayana Hrudayalaya Ltd.
3.5%
-
Fund Manager
keyboard_arrow_up
Name
V Srivatsa
Tanmaya Desai
-
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).
-
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.
-
About Fund
keyboard_arrow_up
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

01 Feb 2003

29 Jun 1987

-

Custodian

Stock Holding Corp. of India Ltd.

SBI SG Global Securities Services Pvt.Ltd.

-

Registrar & Transfer Agent

KFin Tech

Cams

-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Magnum Multi Cap Fund - Direct - Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
L&T Emerging Businesses Fund - Direct - Growth
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI