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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) | ₹231 Cr | ₹1126 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 | -2.79% | -2.02% |
| 6 Month | -2.81% | 0.47% |
| 1 Year | -7.92% | -1.31% |
| 3 Year | 18.76% | 24.08% |
| 5 Year | - | 14.75% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.79% | -2.1% |
| 1 Year | -2.47% | 4.16% |
| 3 Year | 12.83% | 18.42% |
| 5 Year | - | 17.34% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.94% | 11.64% |
| 3 Year | 20.21% | 16.55% |
| 5 Year | - | 14.82% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.68% | 14.3% |
| Sharp | 0.75% | 1.08% |
| Beta | 0.95% | 0.89% |
| Alpha | -3.33% | 3.32% |
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 | 4.69 | 5.77 |
| Large Cap | 31.32 | 20.74 |
| Mid Cap | 36.99 | 34.95 |
| Small Cap | 27.01 | 38.55 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.72 | 1.25 |
| Healthcare | 92.93 | 97.71 |
| Industrials | 0.97 | - |
| Financial Services | 1.26 | - |
| Basic Materials | 2.12 | 1.03 |
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