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tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

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tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2961 Cr ₹1062 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Nov 2018 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 18% 28%
Expense Ratio 1.9 2.22
Manager Jay Kothari Kamal Gada
ISIN Code INF740KA1LD8 INF789F01695
Exits Load DSP Healthcare Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 UTI Healthcare Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 4.97% 4.75%
6 Month -5.24% -1.06%
1 Year 16.59% 21.2%
3 Year 26.74% 27.38%
5 Year 23.51% 22.53%

SIP Return Analysis

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 6.06% 8.95%
1 Year 3.78% 11.42%
3 Year 23.86% 27.84%
5 Year 19.91% 21.08%

Rolling Lumpsum Returns

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 26.81% 11.86%
3 Year 20.65% 16.19%
5 Year 27.26% 14.42%

Risk Management

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 15.13% 15.78%
Sharp 1.04% 1.05%
Beta 0.86% 0.95%
Alpha 1.69% 1.08%

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Fund Managers

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Jay Kothari Kamal Gada
Total AUM ₹0 Cr ₹870 Cr
Funds Managed 20 1
DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Healthcare Fund - Regular Plan - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 14.04 4.51
Small Cap 53.54 40.57
Large Cap 17.56 27.3
Mid Cap 14.86 27.63

Sector Allocation

Scheme Name

DSP Healthcare Fund - Regular Plan - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 0.97 2.67
Healthcare 97.5 96.34
Financial Services 1.53 -
Basic Materials - 0.99

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