UTI Healthcare Fund vs HDFC Pharma and Healthcare Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1568 Cr | ₹1150 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 04 Oct 2023 | 30 Jul 2005 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare Index | BSE Healthcare |
Turn Over | % | 28% |
Expense Ratio | 2.14 | 2.22 |
Manager | Dhruv Muchhal | Kamal Gada |
ISIN Code | INF179KC1HL7 | INF789F01695 |
Exits Load | HDFC Pharma and 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 | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 9.29% | 8.1% |
6 Month | -1.32% | -7.62% |
1 Year | 29.56% | 20.07% |
3 Year | - | 19.76% |
5 Year | - | 28.48% |
SIP Return Analysis
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.02% | -4.53% |
1 Year | 14.51% | 4.93% |
3 Year | - | 26.22% |
5 Year | - | 20.34% |
Rolling Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 51.48% | 11.43% |
3 Year | - | 16.02% |
5 Year | - | 14.18% |
Risk Management
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 16.371% |
Sharp | - | 0.731% |
Beta | - | 0.958% |
Alpha | - | 0.84% |
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Fund Managers
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Kamal Gada |
Total AUM | ₹520687 Cr | ₹870 Cr |
Funds Managed | 40 | 1 |
HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.17 | 1.35 |
Small Cap | 34.62 | 43.53 |
Large Cap | 35.28 | 28.87 |
Mid Cap | 25.93 | 26.26 |
Sector Allocation
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.47 | 0.45 |
Basic Materials | 2.04 | 1.33 |
Healthcare | 95.49 | 98.22 |
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