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UTI Healthcare Fund Regular Plan Growth-0.80%

57.95%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Healthcare Fund Regular Plan Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.52%
NAV₹139.40 (22 Jan 2021)
Fund Started27 May 1999
Fund Size649 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
58.0%
15.0%
9.4%
12.8%
Category Average
58.3%
16.8%
9.6%
-
Rank Within Category
6
3
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 58.0% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. 3Y Returns are higher than the benchmark
5. Age is more than 10 years
6. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
7. Higher expense ratio - 2.79%
8. 3Y Returns are lower than the category average returns
9. 5Y Returns are lower than the category average returns
10. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Sun Pharmaceutical Inds. Ltd.HealthcareEquity10.3%
Dr. Reddy's Laboratories Ltd.HealthcareEquity8.9%
Aurobindo Pharma Ltd.HealthcareEquity8.9%
Cipla Ltd.HealthcareEquity8.3%
Divi's Laboratories Ltd.HealthcareEquity6.6%
Eris Lifesciences LtdHealthcareEquity5.2%
Cadila Healthcare Ltd.HealthcareEquity4.9%
Narayana Hrudayalaya Ltd.HealthcareEquity4.0%
Biocon Ltd.HealthcareEquity3.7%
Ajanta Pharma Ltd.HealthcareEquity3.5%
See All

Fund Managers

V Srivatsa
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UTI Healthcare Fund Regular Plan Growth Details

UTI Healthcare Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 27 May 1999. V Srivatsa, Ritesh Rathod is the Current Fund Manager of UTI Healthcare Fund Regular Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹649 Cr and the Latest NAV as of 22 Jan 2021 is ₹139.40.

The UTI Healthcare Fund Regular Plan Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed less than 1 year

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.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed less than 1 year
Exit Load

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About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
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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