ITI Pharma and Healthcare Fund Regular vs UTI Healthcare Fund compare

Link copied to clipboard!

tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹166 Cr ₹986 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Nov 2021 05 Aug 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open-ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 28%
Expense Ratio 2.34 2.29
Manager Rohan Korde Kamal Gada
ISIN Code INF00XX01BL5 INF789F01695
Exits Load Exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month -1.76% -2.04%
6 Month 25.35% 28.42%
1 Year 48.94% 49.75%
3 Year 18.65% 20.03%
5 Year - 28.42%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 40.97% 45.07%
3 Year - 34.39%
5 Year - 26.61%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 20.74% 10.93%
3 Year 19.19% 15.88%
5 Year - 14.02%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.52% 14.3%
Sharp - 0.62%
Beta - 0.94%
Alpha - 0.78%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Rohan Korde Kamal Gada
Total AUM ₹4626 Cr ₹870 Cr
Fund Manage 10 1
ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 0.48 2.21
Mid Cap 28.05 31.32
Small Cap 32.19 32.72
Large Cap 39.28 33.75

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 0.48 0.97
Healthcare 96.77 97.31
Chemicals 2.75 -
Financial - 0.13
Insurance - 1.59

Top Comparisons

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.37%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.03%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.43%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.43%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns16.85%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns16.34%

Compare Now

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns14.2%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns17.62%

Compare Now
Request call back
Add to Cart Successfully