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UTI Healthcare Fund
Fund Overview
| AUM (Fund size) | ₹1,125 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 20 yrs 3 m since Aug 01, 2005 |
| Benchmark | BSE Healthcare TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.26% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| UTI Healthcare Fund | -1.3% | 4.39% | 0.87% | 23.81% | 16.66% | 11.96% |
| ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund | -0.64% | 4.39% | 5.52% | 27.22% | 19.68% | 15.03% |
| SBI Healthcare Opportunities Fund | -1.67% | 3.0% | 1.66% | 23.71% | 18.5% | 11.47% |
| DSP Healthcare Fund | -0.31% | 4.68% | -4.51% | 20.96% | 16.81% | 14.66% |
| Tata India Pharma & Healthcare Fund | -1.03% | 3.97% | 1.44% | 21.86% | 16.83% | 11.81% |
| Nippon India Pharma Fund | 0.25% | 2.18% | 0.95% | 21.57% | 16.83% | 13.39% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| UTI Healthcare Fund | 15.78 | 0.95 | 1.04 | 1.69 |
| ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund | 15.68 | 0.95 | 1.22 | 1.77 |
| SBI Healthcare Opportunities Fund | 14.07 | 0.84 | 1.19 | 1.85 |
| DSP Healthcare Fund | 14.63 | 0.84 | 0.99 | 1.74 |
| Tata India Pharma & Healthcare Fund | 16.04 | 0.97 | 0.91 | 1.46 |
| Nippon India Pharma Fund | 15.24 | 0.91 | 0.92 | 1.42 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| UTI Healthcare Fund | 1,125 Cr | 20 yrs 3 m | 2.26% |
| ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund | 6,437 Cr | 7 yrs 4 m | 1.87% |
| SBI Healthcare Opportunities Fund | 4,082 Cr | 26 yrs 5 m | 1.93% |
| DSP Healthcare Fund | 3,144 Cr | 7 yrs | 1.91% |
| Tata India Pharma & Healthcare Fund | 1,325 Cr | 9 yrs 11 m | 2.1% |
| Nippon India Pharma Fund | 8,346 Cr | 21 yrs 6 m | 1.8% |