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) | ₹1146 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 | 1.31% | -3.51% |
6 Month | 14.84% | 8.01% |
1 Year | 11.77% | -6.78% |
3 Year | 25.59% | - |
5 Year | 18.83% | - |
SIP Return Analysis
Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
---|---|---|
6 Month | 7.35% | 1.49% |
1 Year | 12.76% | -4.23% |
3 Year | 27.19% | - |
5 Year | 20.91% | - |
Rolling Lumpsum Returns
Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
---|---|---|
1 Year | 12.22% | 15.57% |
3 Year | 16.31% | - |
5 Year | 14.54% | - |
Risk Management
Scheme Name | UTI Healthcare Fund - Regular Plan - Growth Option | Quant Healthcare Fund Regular - Growth |
---|---|---|
Standard Deviation | 15.43% | - |
Sharp | 1.18% | - |
Beta | 0.96% | - |
Alpha | 1.23% | - |
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 | 5.33 | 25.35 |
Mid Cap | 31.48 | 13.04 |
Small Cap | 40.07 | 52.89 |
Large Cap | 23.12 | 8.71 |
Sector Allocation
Scheme Name |
UTI Healthcare Fund - Regular Plan - Growth Option |
Quant Healthcare Fund Regular - Growth |
---|---|---|
Others | 2.34 | 16.43 |
Basic Materials | 1.03 | - |
Healthcare | 96.62 | 67.31 |
Technology | - | 4.41 |
Consumer Defensive | - | 6.36 |
Financial Services | - | 5.49 |
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