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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) | ₹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 | 1.62% | 1.24% |
| 6 Month | 4.67% | 7.65% |
| 1 Year | 0.03% | 2% |
| 3 Year | 21.54% | 23.73% |
| 5 Year | 18.03% | 17.94% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.44% | 0.56% |
| 1 Year | 4.04% | 6.7% |
| 3 Year | 18.74% | 21.77% |
| 5 Year | 17.23% | 18.5% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.76% | 11.94% |
| 3 Year | 18.6% | 16.4% |
| 5 Year | 15.32% | 14.62% |
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 | 4.01 |
| Large Cap | 25.14 | 22.4 |
| Mid Cap | 37.44 | 33.54 |
| Small Cap | 33.28 | 40.04 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.72 | 1.02 |
| Healthcare | 94.07 | 97.9 |
| Basic Materials | 2.64 | 1.07 |
| Financial Services | 1.58 | - |
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