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UTI Healthcare Fund vs Tata India Pharma & Healthcare Fund compare

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tortoise-icon Tata India Pharma & Healthcare Fund-Regular Plan-Growth

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tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1208 Cr ₹1150 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 4.19% 4.19%
6 Month -6.12% -7.66%
1 Year 15.92% 20.59%
3 Year 21.38% 21.53%
5 Year 21.42% 21.53%

SIP Return Analysis

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month -1.75% -2.51%
1 Year -3.54% -2.71%
3 Year 21.88% 23.45%
5 Year 18.35% 18.43%

Rolling Lumpsum Returns

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 7.82% 11.43%
3 Year 17.79% 16.02%
5 Year 14.55% 14.18%

Risk Management

Scheme Name Tata India Pharma & Healthcare Fund-Regular Plan-Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 16.538% 16.371%
Sharp 0.681% 0.731%
Beta 0.969% 0.958%
Alpha 0.018% 0.84%

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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 5.06 1.35
Small Cap 27.82 43.53
Large Cap 35.26 28.87
Mid Cap 31.87 26.26

Sector Allocation

Scheme Name

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 4.34 0.45
Basic Materials 2.22 1.33
Healthcare 93.44 98.22

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