UTI Healthcare Fund Regular Plan Growth-0.48%

55.00%
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 Ratio2.79%
NAV127.34 (29 Oct 2020)
Fund Started27 May 1999
Fund Size586 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Healthcare Fund Regular Plan Growth
55.0%
14.4%
4.7%
14.1%
Category Average
55.5%
15.4%
4.9%
-
Rank within category
4
3
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 55.0% annual returns

    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
    Dr. Reddy's Laboratories Ltd.HealthcareEquity11.0%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity10.6%
    Divi's Laboratories Ltd.HealthcareEquity7.7%
    Cipla Ltd.HealthcareEquity7.4%
    Ipca Laboratories Ltd.HealthcareEquity6.1%
    Cadila Healthcare Ltd.HealthcareEquity5.7%
    Aurobindo Pharma Ltd.HealthcareEquity4.2%
    Eris Lifesciences LtdHealthcareEquity4.1%
    Biocon Ltd.HealthcareEquity4.1%
    Laurus Labs Ltd.HealthcareEquity3.9%
    See All

    Fund Managers

    addV Srivatsa
    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.
    Funds Managed

    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 ₹586 Cr and the Latest NAV as of 29 Oct 2020 is ₹127.34.

    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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