HDFC Pharma and Healthcare Fund vs UTI Healthcare Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1984 Cr | ₹1102 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 | -4.47% | -5.56% |
| 6 Month | -6.22% | -8.61% |
| 1 Year | 2.29% | -3.06% |
| 3 Year | - | 22.21% |
| 5 Year | - | 13.89% |
SIP Return Analysis
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.72% | -4.77% |
| 1 Year | 4.87% | -2.1% |
| 3 Year | - | 15.45% |
| 5 Year | - | 15.85% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.12% | 11.5% |
| 3 Year | - | 16.6% |
| 5 Year | - | 14.8% |
Risk Management
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.3% |
| Sharp | - | 1.1% |
| Beta | - | 0.9% |
| Alpha | - | 2.92% |
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 | 12.13 | 5.11 |
| Mid Cap | 31.4 | 35.7 |
| Small Cap | 30.56 | 39.34 |
| Large Cap | 25.91 | 19.85 |
Sector Allocation
| Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.21 | 0.6 |
| Basic Materials | 2.91 | 0.98 |
| Healthcare | 94.88 | 98.42 |
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