Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
UTI Healthcare Fund Direct Growth
+22.34%
3Y annualised
+0.51% 1D
NAV: 09 Oct '26
₹371.11
Min. for SIP
₹500
Fund size (AUM)
₹1,429.84 Cr
Expense ratio
1.34%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,999 | +8.33% | |
| 3 years | ₹1,80,000 | ₹2,23,918 | +24.40% | |
| 5 years | ₹3,00,000 | ₹4,84,360 | +61.45% | |
| 10 years | ₹6,00,000 | ₹15,84,628 | +164.10% |
Holdings (46)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 7.62% |
| Divi's Laboratories Ltd | Healthcare | Equity | 6.15% |
| Net Current Assets | Unspecified | Net Current Assets | 5.85% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 5.24% |
| Ajanta Pharma Ltd | Healthcare | Equity | 4.81% |
| Gland Pharma Ltd | Healthcare | Equity | 4.06% |
| Alkem Laboratories Ltd | Healthcare | Equity | 3.70% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.03% |
| Caplin Point Laboratories Ltd | Healthcare | Equity | 3.02% |
| Global Health Ltd | Healthcare | Equity | 2.96% |
| Lupin Ltd | Healthcare | Equity | 2.89% |
| Ipca Laboratories Ltd | Healthcare | Equity | 2.81% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 2.80% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 2.79% |
| Marksans Pharma Ltd | Healthcare | Equity | 2.25% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 2.21% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.12% |
| Jupiter Life Line Hospitals Ltd. | Healthcare | Equity | 2.09% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.07% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.02% |
| Procter & Gamble Health Ltd | Healthcare | Equity | 1.95% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.80% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.76% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.67% |
| Biocon Ltd | Healthcare | Equity | 1.62% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.47% |
| Windlas Biotech Ltd | Healthcare | Equity | 1.42% |
| Cipla Ltd | Healthcare | Equity | 1.41% |
| Blue Jet Healthcare Ltd. | Healthcare | Equity | 1.41% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 1.40% |
| Sequent Scientific Ltd | Healthcare | Equity | 1.39% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 1.33% |
| Sudeep Pharma Ltd. | Healthcare | Equity | 1.28% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.26% |
| Eris Lifesciences Ltd | Healthcare | Equity | 1.13% |
| Laxmi Dental Ltd. | Healthcare | Equity | 1.08% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 1.05% |
| Aarti Pharmalabs Ltd. | Healthcare | Equity | 1.00% |
| Pfizer Ltd | Healthcare | Equity | 0.93% |
| Orchid Pharma Ltd | Healthcare | Equity | 0.71% |
| Sanofi Consumer Healthcare India Ltd | Healthcare | Equity | 0.67% |
| Jubilant Pharmova Ltd | Healthcare | Equity | 0.65% |
| Indegene Ltd. | Healthcare | Equity | 0.50% |
| Syngene International Ltd | Healthcare | Equity | 0.42% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 0.20% |
| Others CBLO | Unspecified | CBLO | 0.02% |
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 | +22.3% | +15.0% | +14.4% | +16.1% |
| Category average (Equity Sectoral) | +21.2% | +14.8% | +14.8% | +17.1% |
| Rank (Equity Sectoral) | 3 | 5 | 2 | -- |
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 ₹4,09,225 Cr and the Latest NAV as of 09 Oct 2026 is ₹371.11.
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₹4,09,224.68 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,