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) | ₹217 Cr | ₹1150 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 | 1.43% | 0.71% |
6 Month | -5.27% | -3.47% |
1 Year | 16.5% | 20.58% |
3 Year | 18.68% | 20.15% |
5 Year | - | 21.99% |
SIP Return Analysis
Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.29% | -0.9% |
1 Year | 1.9% | 3.76% |
3 Year | 22.79% | 25.8% |
5 Year | - | 19.85% |
Rolling Lumpsum Returns
Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.47% | 11.43% |
3 Year | 18.57% | 16.02% |
5 Year | - | 14.18% |
Risk Management
Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.667% | 16.371% |
Sharp | 0.739% | 0.731% |
Beta | 0.959% | 0.958% |
Alpha | -1.413% | 0.84% |
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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 | 7.57 | 1.35 |
Mid Cap | 31.22 | 26.26 |
Small Cap | 32.03 | 43.53 |
Large Cap | 29.19 | 28.87 |
Sector Allocation
Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.42 | 0.45 |
Healthcare | 88.76 | 98.22 |
Basic Materials | 2.08 | 1.33 |
Industrials | 0.74 | - |
Financial Services | 0 | - |
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