UTI Healthcare Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
23.63%
3Y annualised
-0.65% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2022₹160.58
Min. SIP amount₹500
RatingNA
Fund size₹713.11Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-14.1%23.6%13.0%13.3%
Category average-9.1%23.8%13.9%NA
Rank with in category763NA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
Sun Pharmaceutical Industries Ltd.HealthcareEquity11.4%
Dr. Reddy's Laboratories Ltd.HealthcareEquity8.8%
Cipla Ltd.HealthcareEquity8.2%
Apollo Hospitals Enterprise Ltd.HealthcareEquity5.5%
Fortis Healthcare Ltd.HealthcareEquity5.0%
Aurobindo Pharma Ltd.HealthcareEquity4.5%
Divi's Laboratories Ltd.HealthcareEquity4.4%
Ajanta Pharma Ltd.HealthcareEquity4.0%
Eris Lifesciences Ltd.HealthcareEquity3.6%
Ipca Laboratories Ltd.HealthcareEquity3.6%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Lower expense ratio: 1.4%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 1.40%

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 terms
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

Education
Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Experience
Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.
Also manages these schemes

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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