UTI Healthcare Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 58.51 | 19.15 | 22.97 | 11.93 |
Average Rolling Returns(%) | 15.78 | 12.74 | 10.68 | 12.64 |
The Current NAV of UTI Healthcare Fund - Growth - Direct Plan is ₹245.83.
You can consider SIP in UTI Healthcare Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns likely to be fairly different than its benchmark S&P BSE Health Care , as Funds portfolio is somewhat different.
UTI Healthcare Fund - Growth - Direct Plan fund’s expense ratio is 1.34%
The process for redemption is
The AUM of UTI Healthcare Fund - Growth - Direct Plan is currently ₹953 Crores.
The Top three stocks are Sun Pharma Inds., Cipla and Apollo Hospital Ent. and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 40% and 58% of fund’s portfolio respectively.
Top three sectors of UTI Healthcare Fund - Growth - Direct Plan fund are Healthcare, Miscellaneous and BFSI accounting for 100% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Pharma & Health Care it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Healthcare Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Pharma & Health Care.
V. Srivatsa and Kamal Gada manage the UTI Healthcare Fund - Growth - Direct Plan Fund.
UTI Healthcare Fund - Growth - Direct Plan current PE ratio is 48.33 and PB ratio is 6.81
The asset allocation of UTI Healthcare Fund - Growth - Direct Plan is Stocks : 98.33%, Debt : 1.68% and Gold : 0%
The minimum SIP amount for UTI Healthcare Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Healthcare Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days