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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) | ₹3179 Cr | ₹1126 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 | 1.05% | 0.56% |
| 6 Month | 1.05% | -0.42% |
| 1 Year | -4.38% | -1.65% |
| 3 Year | 22.38% | 24.9% |
| 5 Year | 15.48% | 14.93% |
SIP Return Analysis
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.39% | -1.29% |
| 1 Year | 5.22% | 5.54% |
| 3 Year | 15.95% | 18.63% |
| 5 Year | 16.42% | 17.36% |
Rolling Lumpsum Returns
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.86% | 11.51% |
| 3 Year | 21.31% | 16.58% |
| 5 Year | 25.5% | 14.82% |
Risk Management
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.69% | 14.3% |
| Sharp | 1% | 1.08% |
| Beta | 0.79% | 0.89% |
| Alpha | 2.42% | 3.32% |
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 | 20.45 | 5.77 |
| Small Cap | 47.66 | 38.55 |
| Large Cap | 17.47 | 20.74 |
| Mid Cap | 14.41 | 34.95 |
Sector Allocation
| Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.94 | 1.25 |
| Healthcare | 95.57 | 97.71 |
| Financial Services | 1.5 | - |
| Basic Materials | - | 1.03 |
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