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) ₹882 Cr ₹1187 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 2.28 2.25
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 -3.56% -2.99%
6 Month 6.36% 13.17%
1 Year 21.63% 31.36%
3 Year 17.7% 20.3%
5 Year 22.13% 25.72%

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 12.96% 24.85%
3 Year 26.62% 30.93%
5 Year 21.06% 24.08%

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 1.53
Large Cap 41.75 32.81
Mid Cap 31.34 26.59
Small Cap 18.91 39.04

Sector Allocation

Scheme Name

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

UTI Healthcare Fund - Regular Plan - Growth Option

Others 7.99 1.53
Pharmaceuticals & Biotechnology 71.97 75.33
Healthcare Services 15.51 21.22
Chemicals & Petrochemicals 0.91 -
Insurance 3.61 1.04
Healthcare Equipment & Supplies - 0.85

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