UTI Healthcare Fund (Equity, Equity Sectoral-pharma)

High
20 yrs 5 monthsStarted on:28 Jun 1999
₹ 392.78 Cras on: 14 Nov 2019
Long Term Horizon
2.70%
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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Current NAV 145.54
Return (CAGR) 18.92%
Value Research NA
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Current NAV 114.87
Return (CAGR) 14.17%
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Tenure

TenureReturns (CAGR)
1 Month4.29
3 Month4.28

SIP Returns

TenureReturns (CAGR)
10 YR6.2

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.12.51
Cipla Ltd.9.51
Lupin Ltd.8.85
Divi's Laboratories Ltd.8.34
Ipca Laboratories Ltd.6
Dr. Reddy's Laboratories Ltd.5.72
Cadila Healthcare Ltd.5.57
Aurobindo Pharma Ltd.4.31
Eris Lifesciences Ltd3.52
Sanofi India Ltd.3.24

Top Sectoral Holdings

Sector Name% Assets
Healthcare98.67

Indicators

LabelValue
Portfolio turnover ratio54
Standard Deviation15.63%
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