UTI Healthcare Fund Regular Plan Growth
- Sector - Healthcare
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,055.53 Cr
Expense Ratio
2.28%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
28 Jun 1999
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +8.59% | -- |
| 3 Months | +10.41% | -- |
| 6 Months | +7.28% | -- |
| 1 Year | +13.21% | +13.21% |
| 2 Years | -- | +17.31% |
| 3 Years | +111% | +28.26% |
| 5 Years | +94.57% | +14.24% |
| Since Launch | +3998.43% | +14.81% |
Holdings as on 20 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Sun Pharmaceutical Industries | 108.50 | 9.49 |
| Ajanta Pharma | 66.76 | 5.84 |
| Net Current Assets | 54.20 | 4.74 |
| Lupin | 48.41 | 4.23 |
| Apollo Hospitals Enterprise | 40.48 | 3.54 |
| Divi's Laboratories | 39.50 | 3.45 |
| Glenmark Pharmaceuticals | 38.37 | 3.35 |
| Dr Reddy's Laboratories | 38.37 | 3.35 |
| Gland Pharma | 37.69 | 3.30 |
| Fortis Healthcare | 36.92 | 3.23 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
1.06
Sharpe Ratio
16.56%
Std. Deviation
4.08%
Tracking Error
2.54%
Alpha
0.92
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Healthcare Fund Regular Plan Growth | +13.21% | +28.26% | +14.24% |
| Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth | +12.49% | +25.94% | +13.1% |
| Tata India Pharma & Healthcare Fund Regular Growth | +7.14% | +25% | +14.07% |
| HDFC Pharma and Healthcare Fund Regular Growth | +19.74% | -- | -- |
| WhiteOak Capital Pharma and Healthcare Fund Regular Growth | +17.17% | -- | -- |
Results are calculated on CAGR basis
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 1055.53 crores & has delivered CAGR of 14.24 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.28%. 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 fund has a present cash holding of %. The top holdings of the fund include Sun Pharmaceutical Industries, Ajanta Pharma, Net Current Assets, Lupin.
The major sectors where the fund is invested are Biotechnology & Drugs, Healthcare Facilities, Major Drugs, Medical Equipment & Supplies.
Some of the similar funds are UTI Healthcare Fund Regular Plan Growth, Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth, Tata India Pharma & Healthcare Fund Regular Growth, HDFC Pharma and Healthcare Fund Regular Growth, WhiteOak Capital Pharma and Healthcare Fund Regular Growth. UTI Healthcare Fund Regular Plan Growth has a sharpe ratio of 1.06 & a standard deviation of 16.56%.
FAQs
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 2.28%.
The 5 year annualized return on UTI Healthcare Fund Regular Plan Growth is 14.24% & it has generated 13.21% 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 1055.53 crores.
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