uti healthcare (Equity, Equity Sectoral-pharma)

High
19 yrs 3 monthsStarted on:28 Jun 1999
₹ 475.31 Cras on: 19 Sep 2018
Long Term Horizon
2.81%
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)
YTD2.77
1 Month3.32
3 Month10.91
1 YR12.42

SIP Returns

TenureReturns (CAGR)
1 YR17.34
2 YR7.56
3 YR3.61
5 YR5.33
10 YR13.34

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.10
Cipla Ltd.8.87
Cadila Healthcare Ltd.8.7
Torrent Pharmaceuticals Ltd.7.17
Sanofi India Ltd.6.34
Pfizer Ltd.6.29
Ipca Laboratories Ltd.6.11
Ajanta Pharma Ltd.5.04
Alkem Laboratories Ltd.4.65
Divi's Laboratories Ltd.4.56

Top Sectoral Holdings

Sector Name% Assets
Healthcare94.52
Financial2.66

Indicators

LabelValue
Portfolio turnover ratio52
Standard Deviation15.97%
Beta0.73%

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

  • Nav as on 19 Sep 18 34.04
    Returns since inception (CAGR) 13.26%
    Value Research
    Crisil Ranking NA
  • Nav as on 19 Sep 18 63.3
    Returns since inception (CAGR) 13.11%
    Value Research
    Crisil Ranking 2
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