UTI Healthcare Fund Plan Growth

UTI Healthcare Fund Plan Growth

+24.77%
3Y annualised
-0.77% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Mar '26
₹274.51
Min. for SIP
Not Supported
Fund size
₹1,106.71 Cr
Expense ratio
2.28%

Holdings (43)

NameSectorInstrumentsAssets
Sun Pharmaceutical Industries Ltd.HealthcareEquity9.42%
Ajanta Pharma Ltd.HealthcareEquity7.04%
Lupin Ltd.HealthcareEquity5.79%
Glenmark Pharmaceuticals Ltd.HealthcareEquity4.25%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.75%
Gland Pharma Ltd.HealthcareEquity3.54%
Divi's Laboratories Ltd.HealthcareEquity3.52%
Dr. Reddy's Laboratories Ltd.HealthcareEquity3.48%
Alkem Laboratories Ltd.HealthcareEquity3.47%
Fortis Healthcare Ltd.HealthcareEquity2.98%
Max Healthcare Institute Ltd.HealthcareEquity2.85%
Aurobindo Pharma Ltd.HealthcareEquity2.66%
Cohance Lifesciences Ltd.HealthcareEquity2.66%
Caplin Point Laboratories Ltd.HealthcareEquity2.23%
Procter & Gamble Health Ltd.HealthcareEquity2.21%
Sudeep Pharma Ltd.HealthcareEquity2.19%
Ipca Laboratories Ltd.HealthcareEquity2.17%
Viyash Scientific LimitedHealthcareEquity2.11%
Sai Life Sciences Ltd.HealthcareEquity2.07%
Jupiter Life Line Hospitals Ltd.HealthcareEquity2.06%
Global Health Ltd.HealthcareEquity2.02%
Aster DM Healthcare Ltd.HealthcareEquity1.94%
Anthem Biosciences Ltd.HealthcareEquity1.91%
Eris Lifesciences Ltd.HealthcareEquity1.84%
Cipla Ltd.HealthcareEquity1.83%
Pfizer Ltd.HealthcareEquity1.77%
Metropolis Healthcare Ltd.HealthcareEquity1.66%
Marksans Pharma Ltd.HealthcareEquity1.65%
Krishna Institute of Medical Sciences LtdHealthcareEquity1.55%
Dr. Lal Pathlabs Ltd.HealthcareEquity1.26%
Windlas Biotech Ltd.HealthcareEquity1.13%
Vijaya Diagnostic Centre Ltd.HealthcareEquity1.09%
Acutaas Chemicals Ltd.HealthcareEquity1.07%
Sanofi Consumer Healthcare India Ltd.HealthcareEquity0.98%
Emcure Pharmaceuticals Ltd.HealthcareEquity0.94%
Rainbow Children's Medicare Ltd.HealthcareEquity0.85%
Aarti Pharmalabs Ltd.ServicesEquity0.84%
Biocon Ltd.HealthcareEquity0.70%
Jubilant Pharmova Ltd.HealthcareEquity0.70%
Syngene International Ltd.HealthcareEquity0.69%
Orchid Pharma Ltd.HealthcareEquity0.56%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.52%
Laxmi Dental Ltd.HealthcareEquity0.26%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+24.8%+14.7%+12.0%+14.4%
Category average (Equity Sectoral)+22.1%+14.6%+12.0%--
Rank (Equity Sectoral)752--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

KG
Kamal Gada
May 2022 - Present
View details

Education
Mr. Gada is B.com, CA, CS, & CFA
Experience
Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.

About UTI Healthcare Fund Plan Growth

UTI Healthcare Fund Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Kamal Gada is the Current Fund Manager of UTI Healthcare Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,376 Cr and the Latest NAV as of 16 Mar 2026 is ₹274.51. The UTI Healthcare Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 30 days. ;

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector.
Fund benchmarkBSE Healthcare Total Return Index

Fund house

Rank (total assets)#8 in India
Total AUM₹3,96,376.13 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,