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UTI Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare
ITI Pharma and Healthcare Fund Regular - Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹236 Cr | ₹1146 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Nov 2021 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 28% |
| Expense Ratio | 2.35 | 2.22 |
| Manager | Rohan Korde | Kamal Gada |
| ISIN Code | INF00XX01BL5 | INF789F01695 |
| Exits Load | ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.22% | -3.53% |
| 6 Month | 9.65% | 16.25% |
| 1 Year | -1.8% | 4.41% |
| 3 Year | 20.79% | 25.29% |
| 5 Year | - | 18.15% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.91% | 3.15% |
| 1 Year | -3.28% | 7.49% |
| 3 Year | 18.2% | 24.9% |
| 5 Year | - | 19.89% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.5% | 12.22% |
| 3 Year | 19.53% | 16.31% |
| 5 Year | - | 14.54% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.16% | 15.43% |
| Sharp | 0.98% | 1.18% |
| Beta | 0.94% | 0.96% |
| Alpha | -1.87% | 1.23% |
Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohan Korde | Kamal Gada |
| Total AUM | ₹4626 Cr | ₹870 Cr |
| Funds Managed | 10 | 1 |
| ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.17 | 5.33 |
| Mid Cap | 37.04 | 31.48 |
| Small Cap | 32.68 | 40.07 |
| Large Cap | 27.1 | 23.12 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.29 | 2.34 |
| Healthcare | 91.09 | 96.62 |
| Basic Materials | 5.09 | 1.03 |
| Industrials | 1.81 | - |
| Financial Services | 0.73 | - |
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