- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.04% | 0.71% |
| 6 Month | -3.07% | -3.47% |
| 1 Year | 14.46% | 20.58% |
| 3 Year | 18.55% | 20.15% |
| 5 Year | 19.55% | 21.99% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.15% | -0.9% |
| 1 Year | 0.87% | 3.76% |
| 3 Year | 23.1% | 25.8% |
| 5 Year | 18.04% | 19.85% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns8.65%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.57%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.19%
Kotak Savings Fund -Growth
3Y Returns6.6%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.57%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.36%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns11.29%
