Aditya Birla Sun Life Pharma and Healthcare Fund vs UTI Healthcare Fund compare
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹815 Cr | ₹1150 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Jul 2019 | 30 Jul 2005 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare | BSE Healthcare |
Turn Over | 31% | 28% |
Expense Ratio | 2.27 | 2.22 |
Manager | Dhaval Joshi | Kamal Gada |
ISIN Code | INF209KB1N91 | INF789F01695 |
Exits Load | Aditya Birla Sun Life Pharma & 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 | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.33% | 2.71% |
6 Month | -0.83% | -2.17% |
1 Year | 13.03% | 21.51% |
3 Year | 21.33% | 23.57% |
5 Year | 19.93% | 22.54% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.92% | -2.51% |
1 Year | -5.75% | -2.71% |
3 Year | 20.12% | 23.45% |
5 Year | 16.28% | 18.43% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 29.31% | 11.43% |
3 Year | 15.89% | 16.02% |
5 Year | 24.32% | 14.18% |
Risk Management
Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.061% | 16.371% |
Sharp | 0.719% | 0.731% |
Beta | 0.98% | 0.958% |
Alpha | -1.737% | 0.84% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Kamal Gada |
Total AUM | ₹361932 Cr | ₹870 Cr |
Funds Managed | 55 | 1 |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.75 | 1.35 |
Large Cap | 34.78 | 28.87 |
Mid Cap | 37.07 | 26.26 |
Small Cap | 21.39 | 43.53 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.74 | 0.45 |
Healthcare | 93.46 | 98.22 |
Basic Materials | 0.8 | 1.33 |
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