- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Healthcare Fund vs Tata India Pharma & Healthcare Fund compare
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1296 Cr | ₹1097 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Pharma TRI | BSE Healthcare |
| Turn Over | 26.49% | 28% |
| Expense Ratio | 2.14 | 2.22 |
| Manager | Meeta Shetty | Kamal Gada |
| ISIN Code | INF277K016A9 | INF789F01695 |
| Exits Load | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.16% | -1.1% |
| 6 Month | 5.6% | 7.26% |
| 1 Year | 4.46% | 4.22% |
| 3 Year | 22.05% | 23.78% |
| 5 Year | 17.69% | 17.37% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.48% | 0.49% |
| 1 Year | 7.11% | 7.35% |
| 3 Year | 19.19% | 21.57% |
| 5 Year | 17.54% | 18.44% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.89% | 11.75% |
| 3 Year | 18.72% | 16.5% |
| 5 Year | 15.51% | 14.71% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.04% | 15.78% |
| Sharp | 0.90% | 1.03% |
| Beta | 0.97% | 0.95% |
| Alpha | -0.83% | 1.30% |
Fund Managers
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Meeta Shetty | Kamal Gada |
| Total AUM | ₹17847 Cr | ₹870 Cr |
| Funds Managed | 5 | 1 |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.14 | 4.96 |
| Large Cap | 25.14 | 21.02 |
| Mid Cap | 37.44 | 34.42 |
| Small Cap | 33.28 | 39.6 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.72 | 1.88 |
| Healthcare | 94.07 | 97.05 |
| Basic Materials | 2.64 | 1.08 |
| Financial Services | 1.58 | - |
Top Comparisons
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns17.83%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns17.15%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.24%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.89%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.58%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.58%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.4%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.78%
