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HDFC Pharma and Healthcare Fund vs UTI Healthcare Fund compare

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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tortoise-icon 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 HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Fund HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1967 Cr ₹1125 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 04 Oct 2023 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare Index BSE Healthcare
Turn Over % 28%
Expense Ratio 2.14 2.22
Manager Dhruv Muchhal Kamal Gada
ISIN Code INF179KC1HL7 INF789F01695
Exits Load HDFC Pharma and 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 HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Month -0.57% -1.65%
6 Month 6% 2.97%
1 Year 4.66% -1.2%
3 Year - 23.45%
5 Year - 15.98%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 2.21% 0.26%
1 Year 13.74% 8.84%
3 Year - 21.42%
5 Year - 18.66%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 27.59% 11.65%
3 Year - 16.53%
5 Year - 14.78%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation - 14.3%
Sharp - 1.07%
Beta - 0.89%
Alpha - 4.1%

Fund Managers

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Kamal Gada
Total AUM ₹520687 Cr ₹870 Cr
Funds Managed 40 1
HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 10.09 1.88
Mid Cap 30.15 25.05
Small Cap 33.66 40.4
Large Cap 26.1 32.67

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 1.71 1.88
Basic Materials 2.86 -
Healthcare 95.43 -
Pharmaceuticals & Biotechnology - 75.29
Healthcare Services - 22.4
Healthcare Equipment & Supplies - 0.43

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