Mirae Asset Healthcare Fund -Regular Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2812 Cr | ₹1126 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Jul 2018 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare |
| Turn Over | 15% | 28% |
| Expense Ratio | 1.92 | 2.22 |
| Manager | Vrijesh Kasera | Kamal Gada |
| ISIN Code | INF769K01EA2 | INF789F01695 |
| Exits Load | Mirae Asset Healthcare Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.27% | -2.31% |
| 6 Month | -2.46% | -3.56% |
| 1 Year | 1.8% | 0.06% |
| 3 Year | 21.57% | 23.57% |
| 5 Year | 14.63% | 13.98% |
SIP Return Analysis
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.26% | -2.87% |
| 1 Year | 6.23% | 2.19% |
| 3 Year | 16.18% | 16.83% |
| 5 Year | 15.64% | 16.44% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.91% | 11.51% |
| 3 Year | 20.51% | 16.58% |
| 5 Year | 23.03% | 14.82% |
Risk Management
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.65% | 14.3% |
| Sharp | 0.95% | 1.1% |
| Beta | 0.94% | 0.9% |
| Alpha | 0.33% | 2.92% |
Fund Managers
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vrijesh Kasera | Kamal Gada |
| Total AUM | ₹12061 Cr | ₹870 Cr |
| Funds Managed | 4 | 1 |
| Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Healthcare Fund -Regular Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.93 | 5.77 |
| Small Cap | 23.45 | 38.55 |
| Large Cap | 34.25 | 20.74 |
| Mid Cap | 36.37 | 34.95 |
Sector Allocation
| Scheme Name |
Mirae Asset Healthcare Fund -Regular Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.55 | 1.25 |
| Healthcare | 98.35 | 97.71 |
| Basic Materials | 1.1 | 1.03 |
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