UTI-Healthcare Fund – Direct Growth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.45 %
Expense Ratio
Rating
782
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 23.9% | 14.7% | 16.3% | 14.5% | ||||
| Category Average | 20.6% | 14.1% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-0.01
Alpha
3.9
SD
0.91
Beta
0.02
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment. |
|---|
Fund Objective
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Kamal Gada
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,917
-
32.9%Fund Size - 2,917
-
40.8%Fund Size - 2,917
-
19.8%Fund Size - 2,917
-
- Equity .
- Sectoral / Thematic .
-
- 1,486
-
29.3%Fund Size - 1,486
-
36.9%Fund Size - 1,486
-
17.4%Fund Size - 1,486
-
- Equity .
- Sectoral / Thematic .
-
- 110
-
19.6%Fund Size - 110
-
32.7%Fund Size - 110
-
16.6%Fund Size - 110
-
- Equity .
- Sectoral / Thematic .
-
- 989
-
26.4%Fund Size - 989
-
29%Fund Size - 989
-
15.4%Fund Size - 989
-
- Equity .
- Sectoral / Thematic .
-
- 10,722
-
7%Fund Size - 10,722
-
28.8%Fund Size - 10,722
-
21.1%Fund Size - 10,722
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
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11.2%Fund Size - 122
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14.5%Fund Size - 122
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- Debt .
- Fixed Maturity Plans .
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- 124
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11.2%Fund Size - 124
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Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
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- 1Y
- 3Y
- 5Y
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- Equity .
- Large Cap .
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- 654
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18.9%Fund Size - 654
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23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
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- 10,202
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10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in UTI-Healthcare Fund – Direct Growth ?
You can invest in UTI-Healthcare Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Healthcare Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Healthcare Fund – Direct Growth ?
The NAV of UTI-Healthcare Fund – Direct Growth is ₹201.6 as of 18 August 2023.
How to redeem UTI-Healthcare Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Healthcare Fund – Direct Growth?
The minimum SIP amount of UTI-Healthcare Fund – Direct Growth is ₹500
What are the top sectors UTI-Healthcare Fund – Direct Growth has invested in?
The top sectors UTI-Healthcare Fund – Direct Growth has invested in are
- Pharmaceuticals & Biotech - 76.21%
- Healthcare Services - 19.19%
- Cash & Others - 1.93%
- Healthcare Equipment & Su - 1.86%
- Insurance - 0.65%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Healthcare Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Healthcare Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have UTI-Healthcare Fund – Direct Growth generated ?
The UTI-Healthcare Fund – Direct Growth has delivered 14.5% since inception
What is the expense ratio of UTI-Healthcare Fund – Direct Growth ?
The expense ratio of UTI-Healthcare Fund – Direct Growth is 1.45 % as of 18 August 2023.
What is the AUM of UTI-Healthcare Fund – Direct Growth?
The AUM of UTI-Healthcare Fund – Direct Growth is ₹2,48,191 Cr as of 18 August 2023
What are the top stock holdings of UTI-Healthcare Fund – Direct Growth?
The top stock holdings of UTI-Healthcare Fund – Direct Growth are
- Sun Pharma.Inds. - 13.16%
- Cipla - 8.49%
- Dr Reddy's Labs - 7.21%
- Ajanta Pharma - 5.97%
- Apollo Hospitals - 5.95%
How can I redeem my investments in UTI-Healthcare Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Healthcare Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Healthcare Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.