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UTI Healthcare Fund Direct Growth
+27.37%
3Y annualised
+0.22% 1D
NAV: 12 Jun '26
₹355.96
Min. for SIP
₹500
Fund size (AUM)
₹1,216.85 Cr
Expense ratio
1.29%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,995 | +8.33% | |
| 3 years | ₹1,80,000 | ₹2,30,536 | +28.08% | |
| 5 years | ₹3,00,000 | ₹4,80,726 | +60.24% | |
| 10 years | ₹6,00,000 | ₹15,62,619 | +160.44% |
Holdings (45)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 9.49% |
| Ajanta Pharma Ltd | Healthcare | Equity | 5.84% |
| Net Current Assets | Unspecified | Net Current Assets | 4.74% |
| Lupin Ltd | Healthcare | Equity | 4.23% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.54% |
| Divi's Laboratories Ltd | Healthcare | Equity | 3.45% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 3.35% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 3.35% |
| Gland Pharma Ltd | Healthcare | Equity | 3.30% |
| Fortis Healthcare Ltd | Healthcare | Equity | 3.23% |
| Alkem Laboratories Ltd | Healthcare | Equity | 3.21% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 3.00% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 2.96% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 2.48% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.46% |
| Procter & Gamble Health Ltd | Healthcare | Equity | 2.28% |
| Ipca Laboratories Ltd | Healthcare | Equity | 2.19% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 2.17% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.15% |
| Global Health Ltd | Healthcare | Equity | 2.06% |
| Sudeep Pharma Ltd. | Healthcare | Equity | 1.99% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.99% |
| Sequent Scientific Ltd | Healthcare | Equity | 1.95% |
| Jupiter Life Line Hospitals Ltd. | Healthcare | Equity | 1.94% |
| Marksans Pharma Ltd | Healthcare | Equity | 1.83% |
| Cipla Ltd | Healthcare | Equity | 1.72% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.61% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 1.58% |
| Eris Lifesciences Ltd | Healthcare | Equity | 1.56% |
| Pfizer Ltd | Healthcare | Equity | 1.47% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.34% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 1.31% |
| Windlas Biotech Ltd | Healthcare | Equity | 1.23% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.20% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.02% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | Equity | 1.01% |
| Laxmi Dental Ltd. | Healthcare | Equity | 0.98% |
| Aarti Pharmalabs Ltd. | Healthcare | Equity | 0.97% |
| Jubilant Pharmova Ltd | Healthcare | Equity | 0.73% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 0.68% |
| Syngene International Ltd | Healthcare | Equity | 0.67% |
| Biocon Ltd | Healthcare | Equity | 0.63% |
| Ami Organics Ltd | Healthcare | Equity | 0.57% |
| Orchid Pharma Ltd | Healthcare | Equity | 0.55% |
| Others CBLO | Unspecified | CBLO | 0.01% |
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
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +27.4% | +14.9% | +14.8% | +16.1% |
| Category average (Equity Sectoral) | +22.1% | +14.6% | +12.0% | -- |
| Rank (Equity Sectoral) | 2 | 3 | 3 | -- |
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
KGKamal GadaMay 2022 - PresentView details
KG
Kamal Gada
May 2022 - Present
View details
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 ₹3,94,739 Cr and the Latest NAV as of 12 Jun 2026 is ₹355.96.
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.
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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₹3,94,738.74 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,