- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Healthcare Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹815 Cr | ₹1150 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Jul 2019 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare |
| Turn Over | 31% | 28% |
| Expense Ratio | 2.27 | 2.22 |
| Manager | Dhaval Joshi | Kamal Gada |
| ISIN Code | INF209KB1N91 | INF789F01695 |
| Exits Load | Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% 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 | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -6.22% | -7.16% |
| 6 Month | -9.76% | -5.65% |
| 1 Year | 4.83% | 13.85% |
| 3 Year | 17.17% | 19.5% |
| 5 Year | 19.37% | 22.94% |
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 | -3.97% | 4.07% |
| 3 Year | 20.75% | 24.34% |
| 5 Year | 17.58% | 20.13% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 29.31% | 11.43% |
| 3 Year | 15.89% | 16.02% |
| 5 Year | 24.32% | 14.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.061% | 15.78% |
| Sharp | 0.719% | 0.837% |
| Beta | 0.98% | 0.968% |
| Alpha | -1.737% | 0.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.49 | 1.53 |
| Large Cap | 34.94 | 32.81 |
| Small Cap | 24.19 | 39.04 |
| Mid Cap | 37.39 | 26.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.49 | 1.53 |
| Pharmaceuticals & Biotechnology | 77.84 | 75.33 |
| Healthcare Services | 16.2 | 21.22 |
| Chemicals & Petrochemicals | 0.79 | - |
| Insurance | 1.69 | 1.04 |
| Healthcare Equipment & Supplies | - | 0.85 |
Top Comparisons
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns6.61%
Mirae Asset Money Market Fund Regular Growth
3Y Returns6.38%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns18.16%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.24%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.24%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns5.79%
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns6.02%
