UTI Healthcare Fund vs Tata India Pharma & Healthcare Fund compare

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tortoise-icon Tata India Pharma & 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 Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund Tata India Pharma & 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) ₹1208 Cr ₹1187 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Dec 2015 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark Nifty Pharma TRI BSE Healthcare
Turn Over 26.49% 28%
Expense Ratio 2.14 2.25
Manager Meeta Shetty Kamal Gada
ISIN Code INF277K016A9 INF789F01695
Exits Load Tata India Pharma & Heathcare Fund - Growth charges 0.25% 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 Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 4.66% 2.73%
6 Month 16.53% 20.98%
1 Year 41.34% 44.4%
3 Year 22.4% 21.78%
5 Year 27.33% 27.63%

SIP Return Analysis

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 31.82% 38.25%
3 Year 32.32% 34.13%
5 Year 25.8% 26.17%

Rolling Lumpsum Returns

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 6.67% 10.93%
3 Year 17.46% 15.88%
5 Year 14.22% 14.02%

Risk Management

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.23% 14.3%
Sharp 0.74% 0.62%
Beta 0.9% 0.94%
Alpha 2.85% 0.78%

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Fund Managers

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Meeta Shetty Kamal Gada
Total AUM ₹17847 Cr ₹870 Cr
Fund Manage 5 1
Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 5.39 1.53
Small Cap 23.46 39.04
Large Cap 40.33 32.81
Mid Cap 30.82 26.59

Sector Allocation

Scheme Name

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 5.39 1.53
Pharmaceuticals & Biotechnology 76.28 75.33
Healthcare Services 14.31 21.22
Fertilizers & Agrochemicals 0.83 -
Chemicals & Petrochemicals 0.39 -
Insurance 2.14 1.04
Retailing 0.66 -
Healthcare Equipment & Supplies - 0.85

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