UTI Healthcare Fund Direct Growth

Equity
Sectoral
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-1.33% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Mar 2025₹300.13
Min. SIP amount₹500
Rating3
Fund size₹1,057.17Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹0
Would have become ₹0 (-0.00%)

Returns and rankings

Category: Equity Sectoral
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns22.2%20.5%29.9%16.2%
Category average17.5%18.3%27.7%NA
Rank with in category333NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
HealthcareEquity10.93%
HealthcareEquity6.19%
HealthcareEquity4.57%
HealthcareEquity4.43%
HealthcareEquity3.74%
HealthcareEquity3.53%
HealthcareEquity3.52%
HealthcareEquity3.39%
HealthcareEquity3.23%
HealthcareEquity3.22%
HealthcareEquity3.19%
HealthcareEquity2.95%
HealthcareEquity2.94%
HealthcareEquity2.81%
HealthcareEquity2.50%
HealthcareEquity2.27%
HealthcareEquity2.24%
HealthcareEquity2.16%
HealthcareEquity2.05%
HealthcareEquity1.87%
HealthcareEquity1.77%
HealthcareEquity1.73%
HealthcareEquity1.70%
HealthcareEquity1.61%
HealthcareEquity1.61%
HealthcareEquity1.50%
HealthcareEquity1.44%
HealthcareEquity1.44%
HealthcareEquity1.33%
HealthcareEquity1.33%
HealthcareEquity1.32%
HealthcareEquity1.30%
HealthcareEquity1.28%
HealthcareEquity1.11%
HealthcareEquity1.06%
HealthcareEquity1.02%
HealthcareEquity0.90%
HealthcareEquity0.89%
HealthcareEquity0.78%
HealthcareEquity0.77%
HealthcareEquity0.70%
HealthcareEquity0.66%
HealthcareEquity0.58%
Clearing Corporation of India
OthersST Dep.0.01%
See All

Pros and cons

Category: Equity Sectoral

Pros

Lower expense ratio: 1.22%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Consistently top ranked fund

Cons

10Y annualised returns lower than category average by 0.39%

Expense ratio, exit load and tax

Expense ratio: 1.22%

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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

Kamal Gada
May 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
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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