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3 Year return
13.87%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹943.34 Cr.
Expense Ratio
1.35% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Aurobindo Pharma | 3.67 % |
| Fortis Health. | 3.49 % |
| Krishna Institu. | 3.45 % |
| ERIS Lifescience | 3.29 % |
| P & G Health Ltd | 3.26 % |
| Torrent Pharma. | 3.22 % |
| Gland Pharma | 3.15 % |
| Suven Pharma | 3.08 % |
| Divi's Lab. | 2.75 % |
| Zydus Lifesci. | 2.52 % |
| Glenmark Pharma. | 2.43 % |
| Metropolis Healt | 2.4 % |
| Alkem Lab | 2.18 % |
| Ipca Labs. | 2.13 % |
| Jupiter Life Lin | 1.76 % |
| Pfizer | 1.71 % |
| Concord Biotech | 1.69 % |
| Syngene Intl. | 1.56 % |
| Marksans Pharma | 1.46 % |
| Caplin Point Lab | 1.44 % |
| Net CA & Others | 1.4 % |
| Max Healthcare | 1.4 % |
| Ami Organics | 1.35 % |
| Alembic Pharma | 1.26 % |
| Windlas Biotech | 1.18 % |
| Abbott India | 1.12 % |
| Poly Medicure | 1.09 % |
| Orchid Pharma | 1.05 % |
| Rainbow Child. | 1 % |
| Aster DM Health. | 0.92 % |
| Sequent Scien. | 0.81 % |
| Vijaya Diagnost. | 0.65 % |
| Star Health Insu | 0.61 % |
| Indoco Remedies | 0.54 % |
| TBILL-364D | 0.13 % |
| C C I | 0.01 % |
UTI Mutual Fund Managers
VS
V Srivatsa
Fund Manager since Mar 2017
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
|
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
|
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
About UTI Healthcare Fund Direct Plan Growth
UTI Healthcare Fund Direct Growth, an Equity Mutual Fund Scheme from UTI Mutual Fund, offers investors an avenue to tap into the potential of the healthcare services sector. This open-ended equity scheme is dedicated to investing in companies operating within the healthcare domain. Notably, the fund's management exhibits a strong inclination toward companies with a domestic focus, solid technical expertise, and robust corporate governance practices. Market capitalisation isn't a decisive factor for investment, and the fund retains the flexibility to take concentrated positions in select stocks or sectors within the healthcare industry.
Investment Objective of the Scheme
The scheme's central aim revolves around achieving long-term capital appreciation through predominantly investing in equities and equity-related instruments of companies and institutions entrenched in the Healthcare Services Sector. By capitalising on opportunities within this sector, the fund seeks to optimise returns over an extended investment horizon.
Key Features of The Fund
| 5-year return | 24.15% |
| Expense Ratio | 1.35% |
| Fund Manager | V Srivatsa |
| Fund Size | ₹943.34 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
This scheme could be well-suited for investors exhibiting a higher risk appetite, seeking exposure to a diversified portfolio within the pharmaceutical and healthcare services sector. It also holds appeal for those considering a tactical allocation to their broader equity portfolio. In terms of investment horizon, the UTI Healthcare Fund is an ideal fit for tactical allocation strategies. Investors can align their investment tenure with their return expectations, with a preference for time horizons of five years or more. The option of investing through a Systematic Investment Plan (SIP) could prove particularly beneficial, aiding in managing the inherent volatility of the broader equity market. Before making any investment decisions, it's crucial to carefully evaluate personal financial goals and risk tolerance.
AMC Contact Details
| Name | UTI Mutual Fund |
| Launch Date | January 2003 |
| Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
| Contact | 1800 266 1230(+91) 022 6227 8000022 – 68990800 |
| service@uti.co.in | |
| Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
