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) | ₹1896 Cr | ₹1097 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 | -0.24% | -1.04% |
6 Month | 9.86% | 9.32% |
1 Year | 6.77% | 1.95% |
3 Year | - | 24.91% |
5 Year | - | 17.55% |
SIP Return Analysis
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.96% | 1.66% |
1 Year | 12.01% | 10.03% |
3 Year | - | 23.72% |
5 Year | - | 19.65% |
Rolling Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 27.59% | 11.94% |
3 Year | - | 16.4% |
5 Year | - | 14.62% |
Risk Management
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 15.78% |
Sharp | - | 1.02% |
Beta | - | 0.95% |
Alpha | - | 1.53% |
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 | 7.7 | 4.01 |
Mid Cap | 30.89 | 33.54 |
Small Cap | 35.06 | 40.04 |
Large Cap | 26.35 | 22.4 |
Sector Allocation
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.03 | 1.02 |
Basic Materials | 2.31 | 1.07 |
Healthcare | 96.66 | 97.9 |
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