UTI Healthcare (Equity, Equity Sectoral-pharma)

High
19 yrs 10 monthsStarted on:28 Jun 1999
₹ 427.04 Cras on: 22 Mar 2019
Long Term Horizon
2.84%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.89
1 Month3.36
3 Month1.54
1 YR2.09

SIP Returns

TenureReturns (CAGR)
10 YR9.5

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.14.41
Divi's Laboratories Ltd.9.32
Lupin Ltd.8.15
Ipca Laboratories Ltd.7.25
Cadila Healthcare Ltd.6.04
Dr. Reddy's Laboratories Ltd.5.99
Cipla Ltd.5.98
Sanofi India Ltd.5.98
Torrent Pharmaceuticals Ltd.4.41
Pfizer Ltd.4.3

Top Sectoral Holdings

Sector Name% Assets
Healthcare94.79
Financial2.61

Indicators

LabelValue
Portfolio turnover ratio54
Standard Deviation14.96%
Beta0.86%

V Srivatsa

Mr. Srivatsa is a B.Com (H), Chartered Accountant, CWA. and PGDM from IIM Indore.
Prior to joining UTI in 2002 he has worked with Ford, Rhodes Parks & Co., Chartered Accountants and Madras Cements Ltd.

Other Funds Managed by V Srivatsa