UTI-Pharma Healthcare Fund (Equity, Sectoral)

High
18 yrs 11 monthsStarted on:28 Jun 1999
₹ 410.55 Cras on: 22 May 2018
Long Term Horizon
2.65%
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
Franklin Build India Fund
Return (CAGR) 16.89%
Crisil Ranking 3
Value Research
ICICI Prudential Banking And Financial Services Fund
Return (CAGR) 19.99%
Crisil Ranking NA
Value Research
SBI FMCG Fund
Return (CAGR) 16.11%
Crisil Ranking NA
Value Research NA
RELIANCE BANKING FUND
Return (CAGR) 24.34%
Crisil Ranking NA
Value Research
DSP BlackRock India T.I.G.E.R. Fund
Return (CAGR) 17.37%
Crisil Ranking 3
Value Research
UTI-Banking Sector Fund
Return (CAGR) 17.25%
Crisil Ranking NA
Value Research
HDFC Infrastructure Fund
Return (CAGR) 6.14%
Crisil Ranking 5
Value Research
Baroda Pioneer Banking And Financial Services Fund - Plan A
Return (CAGR) 13.29%
Crisil Ranking NA
Value Research
Birla Sun Life Banking And Financial Services Fund
Return (CAGR) 25.90%
Crisil Ranking NA
Value Research

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR10.93

Portfolio

Company Name% Assets
Alkem Laboratories Ltd.8.56
Torrent Pharmaceuticals Ltd.8.05
Cipla Ltd.7.83
Pfizer Ltd.6.72
Ipca Laboratories Ltd.6.34
Aurobindo Pharma Ltd.5.83
Sun Pharmaceutical Inds. Ltd.5.77
Ajanta Pharma Ltd.5.24
Divi's Laboratories Ltd.4.8
Sanofi India Ltd.4.79

Top Sectoral Holdings

Sector Name% Assets
Healthcare95.37
Financial2.28

Indicators

LabelValue
Portfolio turnover ratio54
Standard Deviation14.16%
Beta0.78%

V Srivatsa,Ritesh Rathod

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.
© CRISIL Limited 2017. All Rights Reserved