UTI Healthcare Fund

Mutual Fund-

UTI Healthcare Fund

By Rajendra

Apr 29, 2023

image source -Unsplash

Scheme Analysis

UTI Healthcare Fund Category Sectorial

Inception

Jun 28, 1999

Benchmark

BSE Healthcare

AUM - 654 Cr

Fund Manager

V. Srivatsa

Fund will invests in stocks of companies in the pharmaceutical & healthcare services sector

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Top 5 Holding

Sun Pharma

CIPLA

Dr Reddy Labs

Apollo Hospital

Ajanta Pharma

13.53

7.70

7.35

6.59

4.52

Total -39.69

Investors with a higher risk appetite willing to take an exposure in a portfolio of pharma & healthcare

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Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-8.66%

21.42%

11.76%

UTI Healthcare Fund

Ideal for a tactical investment allocation with a time horizon suited to the return expectation of the investor

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SIP Performance Exit Load upto 12 month - 1%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,561

37,066

78,089

Returns

-6.74%

1.91%

10.49%

Monthly SIP of 1,000

UTI Heathcare Fund