Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 1.47 % | 0★ | ₹655 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 1.47 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹655 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | -9.0% | 22.0% | 12.0% | 12.2% | ||||
| Category Average | -9.8% | 26.0% | 11.0% | - |
Scheme Allocation
Holding
Sector
Asset
Sun Pharma.Inds.
Cipla
Dr Reddy's Labs
Apollo Hospitals
Fortis Health.
Others
Fund House Details
UTI-Healthcare Fund
Fund Manager
V Srivatsa
Exit Load
| Exit Load | 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment. |
|---|
Advance Ratio
| -0.03 | 0.8 | 0.49 | -0.03 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Equity | Sectoral / Thematic Mutual Funds14.1%32.9%5.1%1Y3Y5Y -
-
Equity | Sectoral / Thematic Mutual Funds | 1
8.2%24.4%6.7%1Y3Y5Y -
-
Peer Comparison
-
Equity | Sectoral / Thematic Mutual Funds | 5
24.3%44.0%15.1%1Y3Y5Y -
-
-
Equity | Sectoral / Thematic Mutual Funds | 3
7.0%24.9%9.7%1Y3Y5Y
-
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
You can invest in UTI-Healthcare Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Healthcare Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The UTI-Healthcare Fund has delivered 12.2% since inception
The NAV of UTI-Healthcare Fund is ₹155.6 as of 22 March 2023.
The expense ratio of UTI-Healthcare Fund is 1.47 % as of 22 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of UTI-Healthcare Fund is ₹2,23,841 Cr as of 22 March 2023
The minimum SIP amount of UTI-Healthcare Fund is ₹500
The top stock holdings of UTI-Healthcare Fund are
- Sun Pharma.Inds. - 13.15%
- Cipla - 7.6%
- Dr Reddy's Labs - 6.98%
- Apollo Hospitals - 6.72%
- Fortis Health. - 4.51%
The top sectors UTI-Healthcare Fund has invested in are
- Sun Pharma.Inds. - 13.15%
- Cipla - 7.6%
- Dr Reddy's Labs - 6.98%
- Apollo Hospitals - 6.72%
- Fortis Health. - 4.51%
