UTI Healthcare Fund vs HDFC Pharma and Healthcare Fund compare

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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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 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) ₹1383 Cr ₹1187 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 28 Sep 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 2.17 2.25
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 3.72% 2.73%
6 Month 24.41% 20.98%
1 Year 51.26% 44.4%
3 Year - 21.78%
5 Year - 27.63%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 45.69% 38.25%
3 Year - 34.13%
5 Year - 26.17%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 62.28% 10.93%
3 Year - 15.88%
5 Year - 14.02%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation - 14.3%
Sharp - 0.62%
Beta - 0.94%
Alpha - 0.78%

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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
Fund Manage 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 1.98 1.53
Small Cap 33.12 39.04
Large Cap 32.5 32.81
Mid Cap 32.4 26.59

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 1.98 1.53
Pharmaceuticals & Biotechnology 74.71 75.33
Healthcare Services 22.28 21.22
Retailing 1.03 -
Healthcare Equipment & Supplies - 0.85
Insurance - 1.04

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