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ITI Pharma and Healthcare Fund Regular vs UTI Healthcare Fund compare

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tortoise-icon ITI Pharma and Healthcare Fund Regular - 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 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) ₹217 Cr ₹1150 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Nov 2021 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 28%
Expense Ratio 2.35 2.22
Manager Rohan Korde Kamal Gada
ISIN Code INF00XX01BL5 INF789F01695
Exits Load ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 5.53% 4.12%
6 Month -6.97% -6.75%
1 Year 16.34% 20.92%
3 Year 17.55% 18.94%
5 Year - 22.35%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month -5.17% -4.73%
1 Year -4.59% -2.44%
3 Year 20.38% 23.57%
5 Year - 18.51%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 22.47% 11.43%
3 Year 18.57% 16.02%
5 Year - 14.18%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 15.667% 16.371%
Sharp 0.739% 0.731%
Beta 0.959% 0.958%
Alpha -1.413% 0.84%

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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
Funds Managed 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 7.57 1.35
Mid Cap 31.22 26.26
Small Cap 32.03 43.53
Large Cap 29.19 28.87

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 8.42 0.45
Healthcare 88.76 98.22
Basic Materials 2.08 1.33
Industrials 0.74 -
Financial Services 0 -

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