UTI Healthcare Fund vs Tata India Pharma & Healthcare Fund compare
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
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 | ₹1150 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 | 2.22 |
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 | 7.78% | 8.1% |
6 Month | -8.77% | -7.62% |
1 Year | 14.26% | 20.07% |
3 Year | 18.94% | 19.76% |
5 Year | 27.67% | 28.48% |
SIP Return Analysis
Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.29% | -1.61% |
1 Year | 3.97% | 9.71% |
3 Year | 24.89% | 27.52% |
5 Year | 20.34% | 21% |
Rolling Lumpsum Returns
Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.82% | 11.43% |
3 Year | 17.79% | 16.02% |
5 Year | 14.55% | 14.18% |
Risk Management
Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.538% | 16.371% |
Sharp | 0.681% | 0.731% |
Beta | 0.969% | 0.958% |
Alpha | 0.018% | 0.84% |
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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 |
Funds Managed | 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 | 5.06 | 1.35 |
Small Cap | 27.82 | 43.53 |
Large Cap | 35.26 | 28.87 |
Mid Cap | 31.87 | 26.26 |
Sector Allocation
Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.34 | 0.45 |
Basic Materials | 2.22 | 1.33 |
Healthcare | 93.44 | 98.22 |
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