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) | ₹2762 Cr | ₹1097 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹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 | 1.77% | 1.24% |
| 6 Month | 5.49% | 7.65% |
| 1 Year | 0.41% | 2% |
| 3 Year | 20.42% | 23.73% |
| 5 Year | 17.85% | 17.94% |
SIP Return Analysis
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.29% | 0.56% |
| 1 Year | 4.53% | 6.7% |
| 3 Year | 18.55% | 21.77% |
| 5 Year | 16.52% | 18.5% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.38% | 11.94% |
| 3 Year | 19.77% | 16.4% |
| 5 Year | 23.61% | 14.62% |
Risk Management
| Scheme Name | Mirae Asset Healthcare Fund -Regular Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.44% | 15.78% |
| Sharp | 0.82% | 1.03% |
| Beta | 1.00% | 0.95% |
| Alpha | -2.05% | 1.30% |
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 | 4.78 | 4.01 |
| Small Cap | 25.92 | 40.04 |
| Large Cap | 32.37 | 22.4 |
| Mid Cap | 36.93 | 33.54 |
Sector Allocation
| Scheme Name |
Mirae Asset Healthcare Fund -Regular Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.11 | 1.02 |
| Healthcare | 98.51 | 97.9 |
| Basic Materials | 1.38 | 1.07 |
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