FAQ's : UTI Healthcare Fund - Regular Plan - Growth

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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