UTI Healthcare Fund Regular Plan Growth+0.47%

3Groww
-11.05%
1 Year Return
Equity
Sectoral/Thematic
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Healthcare Fund Regular Plan Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.70%
NAV77.74 (16 Oct 2019)
Fund Started27 May 1999
Fund Size376 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Healthcare Fund Regular Plan Growth
-11.1%
-5.9%
0.1%
12.1%
Category Average
-10.4%
-4.3%
1.5%
-
Rank within category
5
3
3
-
*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
    30
    with -11.1% 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. 5Y Returns are higher than the benchmark
    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. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity11.7%
    Divi's Laboratories Ltd.HealthcareEquity9.2%
    Lupin Ltd.HealthcareEquity8.9%
    Cadila Healthcare Ltd.HealthcareEquity6.3%
    Cipla Ltd.HealthcareEquity6.2%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity5.8%
    Ipca Laboratories Ltd.HealthcareEquity5.8%
    Aurobindo Pharma Ltd.HealthcareEquity4.9%
    Eris Lifesciences LtdHealthcareEquity3.8%
    Natco Pharma Ltd.HealthcareEquity3.3%
    See All

    Other Details

    UTI Healthcare Fund Regular Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 27 May 1999. V Srivatsa, Ritesh Rathod is the Current Fund Manager of UTI Healthcare Fund Regular Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹376 Cr and the Latest NAV as of 16 Oct 2019 is ₹77.74.

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

    Investment Objective

    Aim to invest in companies engaged in the research, manufacture or marketing of OTC products, bulk drugs and formulations

    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
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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