UTI Healthcare Fund Direct Growth

UTI Healthcare Fund Direct Growth

Equity
Sectoral
Very High Risk
+23.41%
3Y annualised
-0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan '26
₹305.17
Min. SIP amount
₹500
Fund size
₹1,101.63 Cr
Expense ratio
1.30%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,881
-0.20%
3 years₹1,80,000₹2,52,123
+40.07%
5 years₹3,00,000₹4,89,031
+63.01%
10 years₹6,00,000₹14,30,910
+138.48%

Holdings (43)

NameSectorInstrumentsAssets
Sun Pharmaceutical Industries Ltd.HealthcareEquity9.37%
Ajanta Pharma Ltd.HealthcareEquity7.16%
Lupin Ltd.HealthcareEquity5.65%
Glenmark Pharmaceuticals Ltd.HealthcareEquity4.06%
Gland Pharma Ltd.HealthcareEquity3.60%
Procter & Gamble Health Ltd.HealthcareEquity3.46%
Dr. Reddy's Laboratories Ltd.HealthcareEquity3.46%
Cipla Ltd.HealthcareEquity3.43%
Alkem Laboratories Ltd.HealthcareEquity3.40%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.39%
Divi's Laboratories Ltd.HealthcareEquity2.90%
Jupiter Life Line Hospitals Ltd.HealthcareEquity2.87%
Fortis Healthcare Ltd.HealthcareEquity2.81%
Max Healthcare Institute Ltd.HealthcareEquity2.74%
Aurobindo Pharma Ltd.HealthcareEquity2.68%
Caplin Point Laboratories Ltd.HealthcareEquity2.42%
Sequent Scientific Ltd.HealthcareEquity2.07%
Eris Lifesciences Ltd.HealthcareEquity2.05%
Global Health Ltd.HealthcareEquity2.05%
Ipca Laboratories Ltd.HealthcareEquity2.02%
Krishna Institute of Medical Sciences LtdHealthcareEquity1.95%
Sai Life Sciences Ltd.HealthcareEquity1.89%
Cohance Lifesciences Ltd.HealthcareEquity1.85%
Anthem Biosciences Ltd.HealthcareEquity1.79%
Pfizer Ltd.HealthcareEquity1.75%
Aster DM Healthcare Ltd.HealthcareEquity1.71%
Metropolis Healthcare Ltd.HealthcareEquity1.69%
Marksans Pharma Ltd.HealthcareEquity1.44%
Sudeep Pharma Ltd.HealthcareEquity1.37%
Vijaya Diagnostic Centre Ltd.HealthcareEquity1.16%
Windlas Biotech Ltd.HealthcareEquity1.13%
Dr. Lal Pathlabs Ltd.HealthcareEquity1.08%
Syngene International Ltd.HealthcareEquity1.06%
Sanofi Consumer Healthcare India Ltd.HealthcareEquity0.99%
Acutaas Chemicals Ltd.HealthcareEquity0.98%
Rainbow Children's Medicare Ltd.HealthcareEquity0.94%
Emcure Pharmaceuticals Ltd.HealthcareEquity0.93%
Jubilant Pharmova Ltd.HealthcareEquity0.87%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.76%
Biocon Ltd.HealthcareEquity0.72%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.70%
Orchid Pharma Ltd.HealthcareEquity0.69%
Laxmi Dental Ltd.HealthcareEquity0.37%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+23.4%+15.1%+13.1%+15.3%
Category average (Equity Sectoral)+22.1%+14.6%+12.0%--
Rank (Equity Sectoral)253--

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 Direct Growth

UTI Healthcare Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,94,217 Cr and the Latest NAV as of 21 Jan 2026 is ₹305.17. The UTI Healthcare Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. 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₹3,94,217.41 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,