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UTI Healthcare Fund vs DSP Healthcare Fund compare

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tortoise-icon DSP 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 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) ₹3179 Cr ₹1126 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 -1.91% -1.86%
6 Month 1.26% -0.44%
1 Year -5.23% -1.09%
3 Year 21.16% 24.09%
5 Year 15.6% 15.29%

SIP Return Analysis

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month -0.39% -1.84%
1 Year 4.63% 5.72%
3 Year 16.77% 19.68%
5 Year 16.77% 17.73%

Rolling Lumpsum Returns

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 24.28% 11.65%
3 Year 21.38% 16.53%
5 Year 25.75% 14.78%

Risk Management

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.59% 14.3%
Sharp 0.94% 1.08%
Beta 0.84% 0.89%
Alpha 0.30% 3.32%

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 16.7 5.77
Small Cap 52.69 38.55
Large Cap 16.81 20.74
Mid Cap 13.8 34.95

Sector Allocation

Scheme Name

DSP Healthcare Fund - Regular Plan - Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 2.09 1.25
Healthcare 96.38 97.71
Financial Services 1.53 -
Basic Materials - 1.03

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