UTI Healthcare Fund - Regular Plan - Growth Option
(Erstwhile UTI Pharma & Healthcare Fund-Growth Option)
Fund House: UTI Mutual Fund| Category: Equity: Sectoral-Pharma and Healthcare |
| Launch Date: 05-08-2005 |
| Asset Class: Equity |
| Benchmark: BSE Healthcare TRI |
| TER: 2.24% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,057.17 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 27% | Exit Load: : 1.00% if redeemed before 30 days from the date of investment. No on or after 30 days from the date of investment. |
268.2795
1.01 (0.3762%)
14.68%
Benchmark: 14.93%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Healthcare TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 4 Months
5 Years 2 Months
7 Years 9 Months
9 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
An open-end fund which exclusively invests in the equities of the pharma & healthcare sector companies. This fund is one of the growth sector fund s aiming to invest in companies engaged in business of manufacturing and marketing of bulk drug, formulations and health care products and service.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.39 |
| Sharpe Ratio | 0.73 |
| Alpha | 2.51 |
| Beta | 0.91 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
44.43%
Others
0.45%
Large Cap
28.88%
Mid Cap
26.25%
