UTI Healthcare Fund Regular Plan Growth

• Alpha 2.54%
• Beta 0.92
• Sharpe Ratio0.90
• Std Deviation 15.70%
• Tracking Error 4.08%

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 1187.02 crores & has delivered CAGR of 28.13% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.25%. 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, Ajanta Pharmaceuticals & 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 UTI Healthcare Fund Regular Plan Growth, Tata India Pharma & Healthcare Fund Regular Growth, Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth, HDFC Pharma and Healthcare Fund Regular Growth, Quant Healthcare Fund Regular Growth. UTI Healthcare Fund Regular Plan Growth has a sharpe ratio of 0.90 & a standard deviation of 15.70%.