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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) | ₹221 Cr | ₹1062 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 | 3.64% | 2.99% |
| 6 Month | -6.54% | -3.48% |
| 1 Year | 15.59% | 20.52% |
| 3 Year | 23.7% | 26.43% |
| 5 Year | - | 22.21% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.42% | 7.02% |
| 1 Year | 3.19% | 7.9% |
| 3 Year | 22.52% | 26.69% |
| 5 Year | - | 20.52% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.48% | 11.86% |
| 3 Year | 18.71% | 16.19% |
| 5 Year | - | 14.42% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.61% | 15.78% |
| Sharp | 0.93% | 1.05% |
| Beta | 0.94% | 0.95% |
| Alpha | -0.87% | 1.08% |
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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 | 1.38 | 4.51 |
| Mid Cap | 34.93 | 27.63 |
| Small Cap | 33.22 | 40.57 |
| Large Cap | 30.47 | 27.3 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.29 | 2.67 |
| Healthcare | 95.15 | 96.34 |
| Basic Materials | 3.63 | 0.99 |
| Industrials | 0.93 | - |
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