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Tata India Pharma & Healthcare Fund vs UTI Healthcare Fund compare

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

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

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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) ₹1232 Cr ₹1062 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 3.27% 2.99%
6 Month -5.79% -3.48%
1 Year 14.65% 20.52%
3 Year 24.71% 26.43%
5 Year 22.05% 22.21%

SIP Return Analysis

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 5.28% 7.02%
1 Year 3.14% 7.9%
3 Year 23.44% 26.69%
5 Year 19.45% 20.52%

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 16.16% 15.78%
Sharp 0.95% 1.05%
Beta 0.98% 0.95%
Alpha -0.66% 1.08%

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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

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