- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹845 Cr | ₹1119 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 | -1.11% | 0.19% |
| 6 Month | 11.56% | 15.59% |
| 1 Year | -3.46% | 2.08% |
| 3 Year | 22.56% | 25.89% |
| 5 Year | 15.79% | 18.55% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.66% | 5.59% |
| 1 Year | 8.33% | 13.89% |
| 3 Year | 20.93% | 26.3% |
| 5 Year | 17.28% | 20.61% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.47% | 12.22% |
| 3 Year | 16.83% | 16.31% |
| 5 Year | 22.98% | 14.54% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.89% | 15.66% |
| Sharp | 0.92% | 1.09% |
| Beta | 0.96% | 0.95% |
| Alpha | -0.92% | 1.61% |
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 | 5 | 5.33 |
| Mid Cap | 41.99 | 31.48 |
| Small Cap | 27.1 | 40.07 |
| Large Cap | 25.91 | 23.12 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.95 | 2.34 |
| Healthcare | 97.23 | 96.62 |
| Basic Materials | 0.82 | 1.03 |
Top Comparisons
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.95%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.06%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.33%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.17%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.53%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.53%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns15.97%
