DSP Healthcare Fund - Regular Plan - Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP 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) | ₹2961 Cr | ₹1062 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Nov 2018 | 30 Jul 2005 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare | BSE Healthcare |
Turn Over | 18% | 28% |
Expense Ratio | 1.9 | 2.22 |
Manager | Jay Kothari | Kamal Gada |
ISIN Code | INF740KA1LD8 | INF789F01695 |
Exits Load | DSP Healthcare Fund - Regular Plan - Growth charges 0.5% 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 | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.97% | 4.75% |
6 Month | -5.24% | -1.06% |
1 Year | 16.59% | 21.2% |
3 Year | 26.74% | 27.38% |
5 Year | 23.51% | 22.53% |
SIP Return Analysis
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.06% | 8.95% |
1 Year | 3.78% | 11.42% |
3 Year | 23.86% | 27.84% |
5 Year | 19.91% | 21.08% |
Rolling Lumpsum Returns
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 26.81% | 11.86% |
3 Year | 20.65% | 16.19% |
5 Year | 27.26% | 14.42% |
Risk Management
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.66% | 15.52% |
Sharp | 1.25% | 1.21% |
Beta | 0.85% | 0.95% |
Alpha | 2.27% | 0.74% |
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Fund Managers
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Name | Jay Kothari | Kamal Gada |
Total AUM | ₹0 Cr | ₹870 Cr |
Funds Managed | 20 | 1 |
DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 14.04 | 4.51 |
Small Cap | 53.54 | 40.57 |
Large Cap | 17.56 | 27.3 |
Mid Cap | 14.86 | 27.63 |
Sector Allocation
Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.97 | 2.67 |
Healthcare | 97.5 | 96.34 |
Financial Services | 1.53 | - |
Basic Materials | - | 0.99 |
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