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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) ₹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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