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UTI Healthcare Fund vs HDFC Pharma and Healthcare Fund compare

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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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 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) ₹1896 Cr ₹1097 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 2.06% 1.24%
6 Month 7.93% 7.65%
1 Year 6.22% 2%
3 Year - 23.73%
5 Year - 17.94%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 0.61% 0.56%
1 Year 7.49% 6.7%
3 Year - 21.77%
5 Year - 18.5%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 27.59% 11.94%
3 Year - 16.4%
5 Year - 14.62%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation - 15.78%
Sharp - 1.03%
Beta - 0.95%
Alpha - 1.30%

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 7.7 4.01
Mid Cap 30.89 33.54
Small Cap 35.06 40.04
Large Cap 26.35 22.4

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 1.03 1.02
Basic Materials 2.31 1.07
Healthcare 96.66 97.9

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