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UTI Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare
ITI Pharma and Healthcare Fund Regular - Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹217 Cr | ₹1150 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Nov 2021 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 28% |
| Expense Ratio | 2.35 | 2.22 |
| Manager | Rohan Korde | Kamal Gada |
| ISIN Code | INF00XX01BL5 | INF789F01695 |
| Exits Load | ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -7.34% | -7.16% |
| 6 Month | -6.6% | -5.65% |
| 1 Year | 9.8% | 13.85% |
| 3 Year | 17.76% | 19.5% |
| 5 Year | - | 22.94% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.71% | 3.71% |
| 3 Year | 20.99% | 23.91% |
| 5 Year | - | 19.77% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 24.79% | 11.43% |
| 3 Year | 19.26% | 16.02% |
| 5 Year | - | 14.18% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.667% | 15.78% |
| Sharp | 0.739% | 0.837% |
| Beta | 0.959% | 0.968% |
| Alpha | -1.413% | 0.08% |
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Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohan Korde | Kamal Gada |
| Total AUM | ₹4626 Cr | ₹870 Cr |
| Fund Manage | 10 | 1 |
| ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.8 | 1.53 |
| Large Cap | 38.11 | 32.81 |
| Mid Cap | 26.43 | 26.59 |
| Small Cap | 33.66 | 39.04 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.8 | 1.53 |
| Pharmaceuticals & Biotechnology | 77 | 75.33 |
| Healthcare Services | 18.01 | 21.22 |
| Chemicals & Petrochemicals | 0.96 | - |
| Fertilizers & Agrochemicals | 1.03 | - |
| Insurance | 1.2 | 1.04 |
| Healthcare Equipment & Supplies | - | 0.85 |
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