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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) ₹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 1.74% 4.19%
6 Month -12.88% -7.66%
1 Year 11.91% 20.59%
3 Year 21.49% 21.53%
5 Year 23.08% 21.53%

SIP Return Analysis

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month -5.46% -2.51%
1 Year -8.32% -2.71%
3 Year 20.63% 23.45%
5 Year 18.01% 18.43%

Rolling Lumpsum Returns

Scheme Name DSP Healthcare Fund - Regular Plan - Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 28.82% 11.43%
3 Year 20.72% 16.02%
5 Year 27.72% 14.18%

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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