| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.84% |
| NAV | ₹136.73 (30 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹586 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 11.0% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 10.6% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 7.7% |
| Cipla Ltd. | Healthcare | Equity | 7.4% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 6.1% |
| Cadila Healthcare Ltd. | Healthcare | Equity | 5.7% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 4.2% |
| Eris Lifesciences Ltd | Healthcare | Equity | 4.1% |
| Biocon Ltd. | Healthcare | Equity | 4.1% |
| Laurus Labs Ltd. | Healthcare | Equity | 3.9% |
UTI Healthcare Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. V Srivatsa, Ritesh Rathod is the Current Fund Manager of UTI Healthcare Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹586 Cr and the Latest NAV as of 30 Oct 2020 is ₹136.73.
The UTI Healthcare Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year
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.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.