UTI Healthcare Fund (Equity, Equity Sectoral-pharma)

High
20 yrs 4 monthsStarted on:28 Jun 1999
₹ 375.99 Cras on: 15 Oct 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

Similar Funds
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Current NAV 140.55
Return (CAGR) 18.76%
Value Research NA
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Current NAV 108.93
Return (CAGR) 13.93%
Value Research NA

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR5.7

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.11.74
Divi's Laboratories Ltd.9.15
Lupin Ltd.8.88
Cadila Healthcare Ltd.6.33
Cipla Ltd.6.23
Dr. Reddy's Laboratories Ltd.5.81
Ipca Laboratories Ltd.5.78
Aurobindo Pharma Ltd.4.9
Eris Lifesciences Ltd3.83
Natco Pharma Ltd.3.32

Top Sectoral Holdings

Sector Name% Assets
Healthcare96.76

Indicators

LabelValue
Portfolio turnover ratio54
Standard Deviation15.26%
Beta0.85%

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