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) | ₹2011 Cr | ₹1126 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 | -1.07% | -1.27% |
| 6 Month | 6.01% | 2.54% |
| 1 Year | 3.44% | -1.46% |
| 3 Year | - | 24.19% |
| 5 Year | - | 15.11% |
SIP Return Analysis
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.12% | -2.89% |
| 1 Year | 7.48% | 3.05% |
| 3 Year | - | 18.88% |
| 5 Year | - | 17.56% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 27.59% | 11.64% |
| 3 Year | - | 16.55% |
| 5 Year | - | 14.82% |
Risk Management
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.3% |
| Sharp | - | 1.08% |
| Beta | - | 0.89% |
| Alpha | - | 3.32% |
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 | 10.4 | 5.77 |
| Mid Cap | 30.37 | 34.95 |
| Small Cap | 32.94 | 38.55 |
| Large Cap | 26.28 | 20.74 |
Sector Allocation
| Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.62 | 1.25 |
| Basic Materials | 2.97 | 1.03 |
| Healthcare | 95.41 | 97.71 |
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