Home>Mutual Funds>UTI Mutual Fund>UTI Healthcare Fund Direct Growth

UTI Healthcare Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
25.70%
3Y annualised
-0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹180.14
Min. SIP amount₹500
Rating2star
Fund size₹879.57 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.6%25.7%13.0%16.3%
Category average58.4%28.2%13.5%NA
Rank with in category753NA
Understand termsinfo

Holdings (29)

NameSectorInstrumentAssets
HealthcareEquity9.7%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity8.6%
HealthcareEquity8.2%
HealthcareEquity6.5%
Divi's Laboratories Ltd.
HealthcareEquity5.5%
Fortis Healthcare Ltd.
HealthcareEquity4.8%
HealthcareEquity4.3%
HealthcareEquity4.3%
HealthcareEquity3.7%
HealthcareEquity3.7%
See All

Pros and cons

info
Category: Equity Sectoral / Thematic
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Pros

Lower expense ratio: 1.28%
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Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.28%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

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

Fund management

V Srivatsa
Mar 2017 - Present
View details
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Fund house & investment objective

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Fund house contact details

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