UTI Healthcare (Equity, Equity Sectoral-pharma)

19 yrs 8 monthsStarted on:28 Jun 1999
₹ 433.4 Cras on: 21 Jan 2019
Long Term Horizon
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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TenureReturns (CAGR)
1 Month0.28

SIP Returns

TenureReturns (CAGR)
10 YR10.02


Company Name% Assets
Sun Pharmaceutical Inds. Ltd.13.73
Lupin Ltd.7.71
Dr. Reddy's Laboratories Ltd.7.38
Ipca Laboratories Ltd.7.08
Cadila Healthcare Ltd.6.51
Divi's Laboratories Ltd.6.35
Sanofi India Ltd.6.28
Torrent Pharmaceuticals Ltd.5.09
Aurobindo Pharma Ltd.4.87
Pfizer Ltd.3.93

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio45
Standard Deviation15.46%

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 21 Jan 19 60.37
    Returns since inception (CAGR) 12.72%
    Value Research
    Crisil Ranking 2
  • Nav as on 21 Jan 19 33.38
    Returns since inception (CAGR) 12.57%
    Value Research
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