Quant Healthcare Fund Regular vs UTI Healthcare Fund compare
UTI Healthcare Fund - Regular Plan - Growth Option
Quant Healthcare Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Fund | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1126 Cr | ₹402 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 17 Jun 2023 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare TRI |
| Turn Over | 28% | % |
| Expense Ratio | 2.22 | 2.39 |
| Manager | Kamal Gada | Sanjeev Sharma |
| ISIN Code | INF789F01695 | INF966L01CG3 |
| Exits Load | UTI Healthcare Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.64% | -1.98% |
| 6 Month | -0.09% | -4.97% |
| 1 Year | -3.1% | -6.4% |
| 3 Year | 24.15% | - |
| 5 Year | 14.71% | - |
SIP Return Analysis
| Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.1% | -1.48% |
| 1 Year | 4.16% | 0.94% |
| 3 Year | 18.42% | - |
| 5 Year | 17.34% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.64% | 11.19% |
| 3 Year | 16.55% | - |
| 5 Year | 14.82% | - |
Risk Management
| Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.3% | - |
| Sharp | 1.08% | - |
| Beta | 0.89% | - |
| Alpha | 3.32% | - |
Fund Managers
| Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Name | Kamal Gada | Sanjeev Sharma |
| Total AUM | ₹870 Cr | ₹39731 Cr |
| Funds Managed | 1 | 22 |
| UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
Market Cap
| Scheme Name |
UTI Healthcare Fund - Regular Plan - Growth Option |
Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Others | 5.77 | 33.5 |
| Mid Cap | 34.95 | 9.67 |
| Small Cap | 38.55 | 42.81 |
| Large Cap | 20.74 | 14.02 |
Sector Allocation
| Scheme Name |
UTI Healthcare Fund - Regular Plan - Growth Option |
Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Others | 1.25 | 20.61 |
| Basic Materials | 1.03 | - |
| Healthcare | 97.71 | 63.74 |
| Energy | - | 5.72 |
| Real Estate | - | 2.63 |
| Consumer Defensive | - | 7.3 |
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