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) | ₹3198 Cr | ₹1150 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 | 5.06% | 5.44% |
6 Month | -6.64% | -0.9% |
1 Year | 16.42% | 20.88% |
3 Year | 26.26% | 26.75% |
5 Year | 23.34% | 22.01% |
SIP Return Analysis
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.44% | 6.95% |
1 Year | 0.1% | 10.1% |
3 Year | 22.92% | 27.46% |
5 Year | 19.31% | 20.74% |
Rolling Lumpsum Returns
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 26.81% | 11.86% |
3 Year | 20.65% | 16.19% |
5 Year | 27.26% | 14.42% |
Risk Management
Scheme Name | DSP Healthcare Fund - Regular Plan - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.905% | 16.371% |
Sharp | 0.799% | 0.731% |
Beta | 0.897% | 0.958% |
Alpha | 2.271% | 0.84% |
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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 | 18.5 | 1.35 |
Small Cap | 49.08 | 43.53 |
Large Cap | 18.51 | 28.87 |
Mid Cap | 13.9 | 26.26 |
Sector Allocation
Scheme Name |
DSP Healthcare Fund - Regular Plan - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.47 | 0.45 |
Healthcare | 97.13 | 98.22 |
Financial Services | 1.4 | - |
Basic Materials | - | 1.33 |
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