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 ₹500 ₹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 5.81% 7.57%
6 Month 18.62% 23.58%
1 Year 52.25% 53.17%
3 Year 17.32% 18.51%
5 Year 25.87% 29.33%

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 17.07% 16.08%
3 Year 41.28% 39.42%
5 Year 69.6% 72.32%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 22.24% 24.89%
3 Year 45.6% 49.21%
5 Year 68.38% 74.74%

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 3.28 2.21
Mid Cap 36.37 31.32
Small Cap 18.68 32.72
Large Cap 41.66 33.75

Sector Allocation

Scheme Name

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

UTI Healthcare Fund - Regular Plan - Growth Option

Others 2.25 0.97
Healthcare 93.86 97.31
Chemicals 0.99 -
Services 1.03 -
Insurance 1.86 1.59
Financial - 0.13

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