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DSP Healthcare Fund - Regular Plan - Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3074 Cr | ₹1097 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 | 1.69% | -0.33% |
| 6 Month | 7.91% | 7.73% |
| 1 Year | -4.08% | 0.2% |
| 3 Year | 21.4% | 23% |
| 5 Year | 17.51% | 17.35% |
SIP Return Analysis
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.06% | 2.2% |
| 1 Year | 0.78% | 10.17% |
| 3 Year | 17.52% | 23.18% |
| 5 Year | 16.88% | 19.26% |
Rolling Lumpsum Returns
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.18% | 11.94% |
| 3 Year | 21.14% | 16.4% |
| 5 Year | 26.06% | 14.62% |
Risk Management
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.63% | 15.78% |
| Sharp | 0.98% | 1.03% |
| Beta | 0.84% | 0.95% |
| Alpha | 1.19% | 1.30% |
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 | 15.67 | 4.96 |
| Small Cap | 53.38 | 39.6 |
| Large Cap | 16.72 | 21.02 |
| Mid Cap | 14.23 | 34.42 |
Sector Allocation
| Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.73 | 1.88 |
| Healthcare | 95.78 | 97.05 |
| Financial Services | 1.48 | - |
| Basic Materials | - | 1.08 |
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