Tata India Pharma & Healthcare Fund vs UTI Healthcare Fund compare

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tortoise-icon Tata India Pharma & 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 Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund Tata India Pharma & 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) ₹949 Cr ₹986 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Dec 2015 05 Aug 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark Nifty Pharma TRI BSE Healthcare
Turn Over 26.49% 28%
Expense Ratio 2.21 2.29
Manager Meeta Shetty Kamal Gada
ISIN Code INF277K016A9 INF789F01695
Exits Load Exit load of 0.25% if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 7.23% 7.57%
6 Month 21.76% 23.58%
1 Year 52.93% 53.17%
3 Year 19.75% 18.51%
5 Year 28.8% 29.33%

SIP Return Analysis

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 17.22% 16.08%
3 Year 42.6% 39.42%
5 Year 77.31% 72.32%

Rolling Lumpsum Returns

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 24.61% 24.89%
3 Year 52.38% 49.21%
5 Year 78.63% 74.74%

Risk Management

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.23% 14.3%
Sharp 0.74% 0.62%
Beta 0.9% 0.94%
Alpha 2.85% 0.78%

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Fund Managers

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Meeta Shetty Kamal Gada
Total AUM ₹17847 Cr ₹870 Cr
Fund Manage 5 1
Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Large Cap 38.65 33.75
Mid Cap 39.68 31.32
Others 5.34 2.21
Small Cap 16.33 32.72

Sector Allocation

Scheme Name

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Healthcare 93.35 97.31
Others 3.05 0.97
Services 2.29 -
Chemicals 1.31 -
Insurance - 1.59
Financial - 0.13

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