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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) ₹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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