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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) | ₹3190 Cr | ₹1119 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 | -0.14% | 0.41% |
| 6 Month | 8.78% | 15.02% |
| 1 Year | -2.29% | 2.67% |
| 3 Year | 24.69% | 26.55% |
| 5 Year | 17.71% | 18.17% |
SIP Return Analysis
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.79% | 5.59% |
| 1 Year | 4.27% | 13.89% |
| 3 Year | 21.21% | 26.3% |
| 5 Year | 18.71% | 20.61% |
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 | 14.57% | 15.66% |
| Sharp | 1.13% | 1.09% |
| Beta | 0.84% | 0.95% |
| Alpha | 2.80% | 1.61% |
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 | 16.14 | 3.78 |
| Small Cap | 52.42 | 39.91 |
| Large Cap | 17.04 | 22.86 |
| Mid Cap | 14.4 | 33.45 |
Sector Allocation
| Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.86 | 0.65 |
| Healthcare | 95.71 | 98.23 |
| Financial Services | 1.43 | - |
| Basic Materials | - | 1.12 |
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