Compare UTI Healthcare Fund vs SBI Healthcare Opportunities Fund
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.26 | 1.93 |
NAV | ₹283.00 | ₹422.25 |
Fund Started | 01 Aug 2005 | 04 Jun 1999 |
Fund Size | ₹1126.13 Cr | ₹4130.76 Cr |
Exit Load | Exit load of 1% if redeemed within 30 days. | Exit load of 0.50% if redeemed within 15 days |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.26
1.93
NAV
₹283.00
₹422.25
Fund Started
01 Aug 2005
04 Jun 1999
Fund Size
₹1126.13 Cr
₹4130.76 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 0.50% if redeemed within 15 days
1 Year | -1.09% | -1.09% |
3 Year | 24.09% | 23.81% |
5 Year | 15.29% | 16.93% |
1 Year
-1.09%
-1.09%
3 Year
24.09%
23.81%
5 Year
15.29%
16.93%
Equity | 98.75% | 95.82% |
Cash | 1.24% | 4.11% |
Equity
98.75%
95.82%
Cash
1.24%
4.11%
Top 10 Holdings |
|
|
Top 10 Holdings
Sun Pharmaceutical Industries Ltd. | 9.76% |
Ajanta Pharma Ltd. | 6.48% |
Lupin Ltd. | 5.91% |
Glenmark Pharmaceuticals Ltd. | 4.06% |
Dr. Reddy's Laboratories Ltd. | 3.74% |
Gland Pharma Ltd. | 3.46% |
Apollo Hospitals Enterprise Ltd. | 3.45% |
Alkem Laboratories Ltd. | 3.43% |
Procter & Gamble Health Ltd. | 3.41% |
Cipla Ltd. | 3.40% |
Sun Pharmaceutical Industries Ltd. | 11.97% |
Divi's Laboratories Ltd. | 6.90% |
Max Healthcare Institute Ltd. | 5.63% |
Cipla Ltd. | 4.45% |
Lupin Ltd. | 4.23% |
Lonza Group Ag | 4.01% |
Acutaas Chemicals Ltd. | 4.00% |
Torrent Pharmaceuticals Ltd. | 3.60% |
Laurus Labs Ltd. | 3.50% |
Fortis Healthcare Ltd. | 3.34% |
Name | Kamal Gada | Tanmaya Desai |
Start Date | 02 May 2022 | 17 May 2024 |
Name
Kamal Gada
Tanmaya Desai
Start Date
02 May 2022
17 May 2024
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector. | The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space. |
Launch Date | 01 Aug 2005 | 04 Jun 1999 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector.
The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.
Launch Date
01 Aug 2005
04 Jun 1999