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DSP Healthcare Fund - Regular Plan - Growth

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UTI Healthcare Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3190 Cr	₹1146 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	-4.63%	-3.53%
6 Month	8.23%	16.25%
1 Year	0.05%	4.41%
3 Year	24.67%	25.29%
5 Year	18.26%	18.15%

SIP Return Analysis

Scheme Name	DSP Healthcare Fund - Regular Plan - Growth	UTI Healthcare Fund - Regular Plan - Growth Option
6 Month	1.73%	3.15%
1 Year	-0.25%	7.49%
3 Year	20.55%	24.9%
5 Year	18.33%	19.89%

Rolling Lumpsum Returns

Scheme Name	DSP Healthcare Fund - Regular Plan - Growth	UTI Healthcare Fund - Regular Plan - Growth Option
1 Year	26.14%	12.22%
3 Year	20.91%	16.31%
5 Year	26.64%	14.54%

Risk Management

Scheme Name	DSP Healthcare Fund - Regular Plan - Growth	UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation	14.38%	15.43%
Sharp	1.18%	1.18%
Beta	0.84%	0.96%
Alpha	2.18%	1.23%

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	14.85	5.33
Small Cap	53.75	40.07
Large Cap	16.94	23.12
Mid Cap	14.46	31.48

Sector Allocation

Scheme Name	DSP Healthcare Fund - Regular Plan - Growth	UTI Healthcare Fund - Regular Plan - Growth Option
Others	2.42	2.34
Healthcare	96.12	96.62
Financial Services	1.46	-
Basic Materials	-	1.03

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