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) | ₹3190 Cr | ₹1119 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 | -0.14% | 0.41% |
6 Month | 8.78% | 15.02% |
1 Year | -2.29% | 2.67% |
3 Year | 24.69% | 26.55% |
5 Year | 17.71% | 18.17% |
SIP Return Analysis
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.79% | 5.59% |
1 Year | 4.27% | 13.89% |
3 Year | 21.21% | 26.3% |
5 Year | 18.71% | 20.61% |
Rolling Lumpsum Returns
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 26.14% | 12.22% |
3 Year | 20.91% | 16.31% |
5 Year | 26.64% | 14.54% |
Risk Management
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.57% | 15.66% |
Sharp | 1.13% | 1.09% |
Beta | 0.84% | 0.95% |
Alpha | 2.80% | 1.61% |
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 | 16.14 | 3.78 |
Small Cap | 52.42 | 39.91 |
Large Cap | 17.04 | 22.86 |
Mid Cap | 14.4 | 33.45 |
Sector Allocation
Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.86 | 0.65 |
Healthcare | 95.71 | 98.23 |
Financial Services | 1.43 | - |
Basic Materials | - | 1.12 |
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