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UTI Healthcare Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare

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tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-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 Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹815 Cr ₹1150 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Jul 2019 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 31% 28%
Expense Ratio 2.27 2.22
Manager Dhaval Joshi Kamal Gada
ISIN Code INF209KB1N91 INF789F01695
Exits Load Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% 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 Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 2.04% 0.71%
6 Month -3.07% -3.47%
1 Year 14.46% 20.58%
3 Year 18.55% 20.15%
5 Year 19.55% 21.99%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 0.15% -0.9%
1 Year 0.87% 3.76%
3 Year 23.1% 25.8%
5 Year 18.04% 19.85%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 29.31% 11.43%
3 Year 15.89% 16.02%
5 Year 24.32% 14.18%

Risk Management

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 16.061% 16.371%
Sharp 0.719% 0.731%
Beta 0.98% 0.958%
Alpha -1.737% 0.84%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Dhaval Joshi Kamal Gada
Total AUM ₹361932 Cr ₹870 Cr
Funds Managed 55 1
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 6.75 1.35
Large Cap 34.78 28.87
Mid Cap 37.07 26.26
Small Cap 21.39 43.53

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 5.74 0.45
Healthcare 93.46 98.22
Basic Materials 0.8 1.33

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