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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) ₹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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