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Business News/Market/Market Stats/    UTI Healthcare Fund Regular Plan Growth

UTI Healthcare Fund Regular Plan Growth

+
  • Equity
  • Sector - Healthcare
  • Rating N.A.
  • Plan
225.14 -0.51 (-0.23%) NAV as on 10 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)947.26
  • CAGR 54.99%
  • Exit Load1.00%
  • Expense ratio2.33%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date1999-06-28

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 12 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 2.54%
  • Beta 0.92
  • Sharpe Ratio0.77
  • Std Deviation 15.11%
  • Tracking Error 4.08%

About Fund

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.

 

The UTI Healthcare Fund Regular Plan Growth has an AUM of 947.26 crores & has delivered CAGR of 21.31% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.33%. The minimum investment in UTI Healthcare Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Sun Pharmaceutical Industries, Cipla, Apollo Hospitals Enterprise & Dr Reddys Laboratories.

 

The major sectors where the fund is invested are Biotechnology & Drugs, Healthcare Facilities, Major Drugs & Chemical Manufacturing.

 

Some of the similar funds are DSP Healthcare Fund Regular Growth, Mirae Asset Healthcare Fund Regular Growth, Tata India Pharma & Healthcare Fund Regular Growth, UTI Healthcare Fund Regular Plan Growth, HDFC Pharma and Healthcare Fund Regular Growth. UTI Healthcare Fund Regular Plan Growth has a sharpe ratio of 0.77 & a standard deviation of 15.11%.

FAQs about UTI Healthcare Fund Regular Plan Growth

According to the morning star rating UTI Healthcare Fund Regular Plan Growth has a Medium risk & Exceptional return.
UTI Healthcare Fund Regular Plan Growth is managed by Kamal Gada.
The expense ratio of UTI Healthcare Fund Regular Plan Growth is 2.33%.
The 5 year annualized return on UTI Healthcare Fund Regular Plan Growth is 21.31% & it has generated 54.99% in the last 1 year.
The minimum investment in UTI Healthcare Fund Regular Plan Growth is 5000 Rs.
UTI Healthcare Fund Regular Plan Growth has an AUM of 947.26 crores.
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