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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) | ₹847 Cr | ₹1125 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 | -1.09% | -1.65% |
| 6 Month | 3.03% | 2.97% |
| 1 Year | -0.55% | -1.2% |
| 3 Year | 20.2% | 23.45% |
| 5 Year | 14.32% | 15.98% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.03% | -0.69% |
| 1 Year | 5.05% | 6.28% |
| 3 Year | 16.35% | 20.06% |
| 5 Year | 15.37% | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.08% | 11.65% |
| 3 Year | 17.2% | 16.53% |
| 5 Year | 20% | 14.78% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.02% | 15.79% |
| Sharp | 0.85% | 1.02% |
| Beta | 0.96% | 0.95% |
| Alpha | -1.71% | 1.02% |
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 | 4.8 | 1.88 |
| Mid Cap | 39.79 | 25.05 |
| Small Cap | 29.36 | 40.4 |
| Large Cap | 26.05 | 32.67 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.26 | 1.88 |
| Healthcare | 95.82 | - |
| Basic Materials | 0.92 | - |
| Pharmaceuticals & Biotechnology | - | 75.29 |
| Healthcare Services | - | 22.4 |
| Healthcare Equipment & Supplies | - | 0.43 |
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