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Compare UTI Healthcare Fund vs SBI Healthcare Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.27 | 1.93 |
NAV | ₹278.78 | ₹417.66 |
Fund Started | 01 Aug 2005 | 04 Jun 1999 |
Fund Size | ₹1062.19 Cr | ₹3689.28 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
2.27
1.93
NAV
₹278.78
₹417.66
Fund Started
01 Aug 2005
04 Jun 1999
Fund Size
₹1062.19 Cr
₹3689.28 Cr
Exit Load
Exit load of 1% if redeemed within 30 days.
Exit load of 0.50% if redeemed within 15 days
Returns
1 Year | 18.63% | 17.30% |
3 Year | 26.98% | 28.86% |
5 Year | 21.52% | 23.38% |
1 Year
18.63%
17.30%
3 Year
26.98%
28.86%
5 Year
21.52%
23.38%
Holding Analysis
Equity | 97.33% | 96.09% |
Cash | 2.66% | 3.83% |
Equity
97.33%
96.09%
Cash
2.66%
3.83%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 10.44% |
Cipla Ltd. | 5.52% |
Dr. Reddy's Laboratories Ltd. | 4.66% |
Procter & Gamble Health Ltd. | 4.34% |
Ajanta Pharma Ltd. | 4.09% |
Glenmark Pharmaceuticals Ltd. | 3.78% |
Apollo Hospitals Enterprise Ltd. | 3.65% |
Divi's Laboratories Ltd. | 3.49% |
Fortis Healthcare Ltd. | 3.09% |
Eris Lifesciences Ltd. | 3.04% |
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 12.73% |
Divi's Laboratories Ltd. | 7.39% |
Max Healthcare Institute Ltd. | 6.40% |
Lonza Group Ag | 4.81% |
Cipla Ltd. | 4.77% |
Lupin Ltd. | 4.46% |
Mankind Pharma Ltd. | 3.75% |
Krishna Institute of Medical Sciences Ltd | 3.34% |
Fortis Healthcare Ltd. | 3.22% |
Acutaas Chemicals Ltd. | 3.19% |
Fund Manager
Name | Kamal Gada | Tanmaya Desai |
Start Date | 02 May 2022 | 27 Jun 2011 |
Name
Kamal Gada
Tanmaya Desai
Start Date
02 May 2022
27 Jun 2011
About Fund
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