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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) | ₹224 Cr | ₹1102 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 | -7.13% | -6.02% |
| 6 Month | -11.69% | -8.73% |
| 1 Year | -11.02% | -3.7% |
| 3 Year | 15.93% | 21.96% |
| 5 Year | - | 14.05% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -9.06% | -7.35% |
| 1 Year | -16.17% | -8.9% |
| 3 Year | 7% | 13.11% |
| 5 Year | - | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.33% | 11.5% |
| 3 Year | 19.38% | 16.6% |
| 5 Year | - | 14.8% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.52% | 14.3% |
| Sharp | 0.82% | 1.1% |
| Beta | 0.9% | 0.9% |
| Alpha | -1.59% | 2.92% |
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 | 5.53 | 5.11 |
| Large Cap | 30.13 | 19.85 |
| Mid Cap | 37.01 | 35.7 |
| Small Cap | 27.33 | 39.34 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.11 | 0.6 |
| Healthcare | 93.05 | 98.42 |
| Industrials | 1.04 | - |
| Financial Services | 1.35 | - |
| Basic Materials | 2.46 | 0.98 |
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