UTI Healthcare Fund vs DSP Healthcare Fund compare

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tortoise-icon DSP 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 DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund DSP 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) ₹2480 Cr ₹986 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Nov 2018 05 Aug 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 18% 28%
Expense Ratio 2 2.29
Manager Jay Kothari Kamal Gada
ISIN Code INF740KA1LD8 INF789F01695
Exits Load Exit load of 0.50% if redeemed within 1 month./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month -2.09% -3.43%
6 Month 22.9% 23.56%
1 Year 46.75% 43.83%
3 Year 21.24% 19.66%
5 Year 30.37% 26.95%

SIP Return Analysis

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 48.39% 45.07%
3 Year 36.12% 34.39%
5 Year 29.09% 26.61%

Rolling Lumpsum Returns

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 27.85% 10.93%
3 Year 20.38% 15.88%
5 Year 27.14% 14.02%

Risk Management

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.69% 14.3%
Sharp 0.76% 0.62%
Beta 0.93% 0.94%
Alpha 3.36% 0.78%

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Fund Managers

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Jay Kothari Kamal Gada
Total AUM ₹0 Cr ₹870 Cr
Fund Manage 20 1
DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Healthcare Fund - Regular Plan - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 14.72 2.21
Mid Cap 24 31.32
Small Cap 33.99 32.72
Large Cap 27.29 33.75

Sector Allocation

Scheme Name

DSP Healthcare Fund - Regular Plan - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 1.25 0.97
Healthcare 96.26 97.31
Insurance 1.61 1.59
Financial 0.88 0.13

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