UTI Healthcare Fund vs HDFC Pharma and Healthcare Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1786 Cr | ₹1099 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 04 Oct 2023 | 30 Jul 2005 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare Index | BSE Healthcare |
Turn Over | % | 28% |
Expense Ratio | 2.14 | 2.22 |
Manager | Dhruv Muchhal | Kamal Gada |
ISIN Code | INF179KC1HL7 | INF789F01695 |
Exits Load | HDFC Pharma and 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 | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.21% | 5.64% |
6 Month | 13.89% | 12.26% |
1 Year | 23.78% | 15.85% |
3 Year | - | 26.57% |
5 Year | - | 21.81% |
SIP Return Analysis
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.88% | 9.85% |
1 Year | 22.46% | 16.04% |
3 Year | - | 29.11% |
5 Year | - | 21.91% |
Rolling Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 34.78% | 11.86% |
3 Year | - | 16.19% |
5 Year | - | 14.42% |
Risk Management
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 15.52% |
Sharp | - | 1.21% |
Beta | - | 0.95% |
Alpha | - | 0.74% |
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Fund Managers
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Kamal Gada |
Total AUM | ₹520687 Cr | ₹870 Cr |
Funds Managed | 40 | 1 |
HDFC Pharma and Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.79 | 2.96 |
Large Cap | 32.43 | 24.42 |
Mid Cap | 25.43 | 31 |
Small Cap | 35.35 | 41.62 |
Sector Allocation
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.18 | 1.1 |
Basic Materials | 2.04 | 0.93 |
Healthcare | 94.78 | 97.97 |
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