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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) | ₹1309 Cr | ₹1119 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 | 1.07% | 1.81% |
| 6 Month | 12.87% | 15.71% |
| 1 Year | -1.47% | 2.28% |
| 3 Year | 23.49% | 25.64% |
| 5 Year | 19.42% | 19.27% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.9% | 5.59% |
| 1 Year | 9.27% | 13.89% |
| 3 Year | 22.51% | 26.3% |
| 5 Year | 19.09% | 20.61% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.55% | 12.22% |
| 3 Year | 18.34% | 16.31% |
| 5 Year | 15.18% | 14.54% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.94% | 15.66% |
| Sharp | 0.99% | 1.09% |
| Beta | 0.98% | 0.95% |
| Alpha | -0.12% | 1.61% |
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 | 8.59 | 5.33 |
| Large Cap | 27.92 | 23.12 |
| Mid Cap | 32.96 | 31.48 |
| Small Cap | 30.52 | 40.07 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.22 | 2.34 |
| Basic Materials | 0.46 | 1.03 |
| Healthcare | 91.69 | 96.62 |
| Financial Services | 1.63 | - |
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