Uti Healthcare Fund Regular Plan Growth Option | Pros & Cons NAV(144.77)

Uti Healthcare Fund Regular Plan Growth Option

Fund Information

Objective

An open-ended fund which exclusively invests in the equities of the Pharma & Healthcare sector companies. This fund is one of the growth sector funds aiming to invest in companies engaged in business of manufacturing and marketing of bulk drug, formulations and healthcare products and services.

Very High Risk

Nifty Pharma

Benchmark

1999-06-28

Launched On

Open Ended

Type

500

Min SIP

5000

Min Investment

880

AUM in Crores

2.37

Expense Ratio

1.00

Exit Load

UTI Asset Management Company Ltd

Fund House

V Srivatsa

Fund Managers

Uti Healthcare Fund Regular Plan Option Pros & Cons

Pros

  • Uti Healthcare Fund Regular Plan Growth Option has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years
  • 3 years avg returns are higher than benchmark

Cons

  • Uti Healthcare Fund Regular Plan Growth Option has under performed index in 2009-2012, 2010-2013, 2011-2014, 2012-2015 years
  • Higher Expense Ratio
  • Uti Healthcare Fund Regular Plan Growth Option is ranking 6th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Uti Healthcare Fund Regular Plan Growth Option 
9.2822.7711.167.6814.2913.69
Nifty Pharma
6.2416.45.162.3411.2811.83

Uti Healthcare Fund Regular Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Uti Healthcare Fund Regular Plan Growth Option 
14.5337.82-9.9814.1430.06-5.43
Nifty Pharma
15.4346.82-14.614.7833.55-12.05

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Uti Healthcare Fund Regular Plan Growth Option 
25.5419.881.0470.8310.33
Nifty Pharma
17.3623.770.531--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
17.15
2008-01-15 - 2008-01-22
-16.12
Month2020-03-24 - 2020-04-24
34.65
2006-05-08 - 2006-06-08
-31.05
Quarter2020-04-01 - 2020-08-01
49.86
2008-09-08 - 2009-01-08
-25.95
Year2009-03-25 - 2010-03-25
99.77
2008-01-07 - 2009-01-07
-27.24

Portfolio

Stock NameSector% of Total Holdings
Dr. Reddy's LabHealthcare10.01
Sun Pharmaceutical IndustriesHealthcare8.86
CiplaHealthcare7.95
Aurobindo PharmaHealthcare6.65
Divi's LaboratoriesHealthcare6.1
Fortis HealthcareHealthcare4.54
LupinHealthcare4.5
Eris LifesciencesHealthcare4.49
Ajanta PharmaHealthcare4.11
Ipca LaboratoriesHealthcare3.26
Apollo HospitalsHealthcare3.16
FDCHealthcare3.14
JB Chemicals & PharmaHealthcare2.77
Alembic PharmaceuticalsHealthcare2.64
Krishna Institute Of Medical SciencesHealthcare2.63
Narayana HrudayalayaHealthcare2.61
Cadila HealthcareHealthcare2.54
Advanced Enzyme TechnologiesFMCG2.03
Alkem LaboratoriesHealthcare1.98
Poly MedicureHealthcare1.61
Ami OrganicsHealthcare1.57
Torrent PharmaceuticalsHealthcare1.48
Abbott IndiaHealthcare1.46
Suven PharmaceuticalsHealthcare1.36
Gland PharmaHealthcare1.32

AUM Yearly

YearScheme Total AumCategory Total Aum
2021852.500.00
2020649.260.00
2019394.6169743.22

Uti Healthcare Fund Regular Plan Option Details

Uti Healthcare Fund Regular Plan Growth Option is a Equity Scheme - Sectoral/ Thematic mutual fund scheme launched by UTI Asset Management Company Ltd.This fund has been launched on 1999-06-28. Uti Healthcare Fund Regular Plan Growth Option currently has 880 crores of assets under management (AUM) and has an expense ratio of 2.37 which is higher than what most other Large Cap funds charge.


Uti Healthcare Fund Regular Plan Growth Option has given returns of 9.28% in the last 1 year and 22.77% in the last 3 years. And since launch the fund has given 12.1% returns.


This fund invests in Equity Scheme - Sectoral/ Thematic companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.500 and lumpsum investment is Rs.5000.

The top holdings of the fund are Dr. Reddy's Lab , Sun Pharmaceutical Industries , Cipla , Aurobindo Pharma , Divi's Laboratories

Frquently Asked Questions

1. What is the NAV of Uti Healthcare Fund Regular Plan Option?

The current Net Asset Value (NAV) of the Uti Healthcare Fund Regular Plan Option is 144.77

2. Uti Healthcare Fund Regular Plan Option Rolling Returns

The 3 year rolling returns of the Uti Healthcare Fund Regular Plan Option:

  • Mean : 14.53%
  • Max : 37.82%
  • Min : -9.98%

3. How do I invest in Uti Healthcare Fund Regular Plan Option?

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Uti Healthcare Fund Regular Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.