Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata India Pharma & Healthcare Fund vs UTI Healthcare Fund compare

Link copied to clipboard!

tortoise-icon Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Invest Now

tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1208 Cr ₹1150 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 2.49% 5.44%
6 Month -1.68% -0.9%
1 Year 13.65% 20.88%
3 Year 24.87% 26.75%
5 Year 21.5% 22.01%

SIP Return Analysis

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 4.16% 6.95%
1 Year 3.59% 10.1%
3 Year 23.77% 27.46%
5 Year 19.49% 20.74%

Rolling Lumpsum Returns

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 9.47% 11.86%
3 Year 18.04% 16.19%
5 Year 14.89% 14.42%

Risk Management

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 16.538% 16.371%
Sharp 0.681% 0.731%
Beta 0.969% 0.958%
Alpha 0.018% 0.84%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.06 1.35
Small Cap 27.82 43.53
Large Cap 35.26 28.87
Mid Cap 31.87 26.26

Sector Allocation

Scheme Name

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 4.34 0.45
Basic Materials 2.22 1.33
Healthcare 93.44 98.22

Top Comparisons

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns16.89%

VS

DSP World Mining Fund - Regular Plan - Growth DSP World Mining Fund - Regular Plan - Growth

3Y Returns3.96%

Compare Now

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns25.49%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns24.87%

Compare Now

WhiteOak Capital Flexi Cap Fund Regular Plan Growth WhiteOak Capital Flexi Cap Fund Regular Plan Growth

3Y Returns0%

VS

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns15.71%

Compare Now

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns30.82%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns23.97%

Compare Now
Add to Cart Successfully