UTI Healthcare Fund vs DSP Healthcare Fund compare
DSP Healthcare Fund - Regular Plan - Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP 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) | ₹3074 Cr | ₹1097 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Nov 2018 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare |
| Turn Over | 18% | 28% |
| Expense Ratio | 1.9 | 2.22 |
| Manager | Jay Kothari | Kamal Gada |
| ISIN Code | INF740KA1LD8 | INF789F01695 |
| Exits Load | DSP Healthcare Fund - Regular Plan - Growth charges 0.5% 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 | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.51% | 2.82% |
| 6 Month | 5.68% | 8.22% |
| 1 Year | -2.42% | 4.47% |
| 3 Year | 21.97% | 24.27% |
| 5 Year | 17.59% | 18.07% |
SIP Return Analysis
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2% | 1.21% |
| 1 Year | 4.61% | 9.23% |
| 3 Year | 19.75% | 23.43% |
| 5 Year | 18.29% | 19.51% |
Rolling Lumpsum Returns
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.18% | 11.94% |
| 3 Year | 21.14% | 16.4% |
| 5 Year | 26.06% | 14.62% |
Risk Management
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.67% | 15.78% |
| Sharp | 1.01% | 1.02% |
| Beta | 0.84% | 0.95% |
| Alpha | 1.94% | 1.53% |
Fund Managers
| Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Jay Kothari | Kamal Gada |
| Total AUM | ₹0 Cr | ₹870 Cr |
| Funds Managed | 20 | 1 |
| DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.67 | 4.01 |
| Small Cap | 53.38 | 40.04 |
| Large Cap | 16.72 | 22.4 |
| Mid Cap | 14.23 | 33.54 |
Sector Allocation
| Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.73 | 1.02 |
| Healthcare | 95.78 | 97.9 |
| Financial Services | 1.48 | - |
| Basic Materials | - | 1.07 |
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