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UTI Healthcare Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 22.8 | 12.35 | 14.52 | 9.42 |
Average Rolling Returns(%) | 16.03 | 14.54 | 13.79 | 14.65 |
The Current NAV of UTI Healthcare Fund - Regular Plan - Growth is ₹181.03.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark S&P BSE Health Care , as Funds portfolio is somewhat different.
UTI Healthcare Fund - Regular Plan - Growth fund’s expense ratio is 2.38%
The process for redemption is
The AUM of UTI Healthcare Fund - Regular Plan - Growth is currently ₹776 Crores.
The Top three stocks are Sun Pharma Inds., Cipla and Dr. Reddys Lab and account for 29% of its portfolio. Top 5 and 10 stocks of fund account for 40% and 59% of fund’s portfolio respectively.
Top three sectors of UTI Healthcare Fund - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Pharma & Health Care.
V. Srivatsa and Kamal Gada manage the UTI Healthcare Fund - Regular Plan - Growth Fund.
UTI Healthcare Fund - Regular Plan - Growth current PE ratio is 41.44 and PB ratio is 5.75
The asset allocation of UTI Healthcare Fund - Regular Plan - Growth is Stocks : 98.17%, Debt : 1.83% and Gold : 0%
The minimum SIP amount for UTI Healthcare Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Healthcare Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days