UTI Healthcare Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare

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tortoise-icon Aditya Birla Sun Life 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 Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life 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) ₹704 Cr ₹986 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jul 2019 05 Aug 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 31% 28%
Expense Ratio 2.37 2.29
Manager Dhaval Joshi Kamal Gada
ISIN Code INF209KB1N91 INF789F01695
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month -5.93% -3.23%
6 Month 13.79% 23.82%
1 Year 36.46% 44.13%
3 Year 17.17% 19.71%
5 Year 23.36% 26.97%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 29.37% 45.07%
3 Year 29.76% 34.39%
5 Year 23.28% 26.61%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 28.8% 10.93%
3 Year 15.16% 15.88%
5 Year 25.28% 14.02%

Risk Management

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.83% 14.3%
Sharp 0.61% 0.62%
Beta 0.96% 0.94%
Alpha 0.67% 0.78%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Dhaval Joshi Kamal Gada
Total AUM ₹361932 Cr ₹870 Cr
Fund Manage 55 1
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 7.99 2.21
Large Cap 41.75 33.75
Mid Cap 31.34 31.32
Small Cap 18.91 32.72

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 7.99 0.97
Pharmaceuticals & Biotechnology 71.97 -
Healthcare Services 15.51 -
Chemicals & Petrochemicals 0.91 -
Insurance 3.61 1.59
Financial - 0.13
Healthcare - 97.31

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