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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) | ₹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 | 2.49% | 5.44% |
| 6 Month | -1.68% | -0.9% |
| 1 Year | 13.65% | 20.88% |
| 3 Year | 24.87% | 26.75% |
| 5 Year | 21.5% | 22.01% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.16% | 6.95% |
| 1 Year | 3.59% | 10.1% |
| 3 Year | 23.77% | 27.46% |
| 5 Year | 19.49% | 20.74% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.47% | 11.86% |
| 3 Year | 18.04% | 16.19% |
| 5 Year | 14.89% | 14.42% |
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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