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Tata India Pharma & Healthcare Fund vs UTI Healthcare Fund compare
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1339 Cr | ₹1146 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Pharma TRI | BSE Healthcare |
| Turn Over | 26.49% | 28% |
| Expense Ratio | 2.14 | 2.22 |
| Manager | Meeta Shetty | Kamal Gada |
| ISIN Code | INF277K016A9 | INF789F01695 |
| Exits Load | Tata India Pharma & Heathcare Fund - Growth charges 0.25% 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 | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.25% | 0.32% |
| 6 Month | 11.8% | 14.53% |
| 1 Year | 4.55% | 10.02% |
| 3 Year | 24.03% | 26.08% |
| 5 Year | 19.03% | 18.85% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.89% | 7.35% |
| 1 Year | 8.92% | 12.76% |
| 3 Year | 23.85% | 27.19% |
| 5 Year | 19.7% | 20.91% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.55% | 12.22% |
| 3 Year | 18.34% | 16.31% |
| 5 Year | 15.18% | 14.54% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.78% | 15.43% |
| Sharp | 1.05% | 1.18% |
| Beta | 0.99% | 0.96% |
| Alpha | -0.95% | 1.23% |
Fund Managers
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Meeta Shetty | Kamal Gada |
| Total AUM | ₹17847 Cr | ₹870 Cr |
| Funds Managed | 5 | 1 |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.59 | 5.33 |
| Large Cap | 27.92 | 23.12 |
| Mid Cap | 32.96 | 31.48 |
| Small Cap | 30.52 | 40.07 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.22 | 2.34 |
| Basic Materials | 0.46 | 1.03 |
| Healthcare | 91.69 | 96.62 |
| Financial Services | 1.63 | - |
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