3 Year return
23.39%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1203.23 Cr.
Expense Ratio
1.25% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
VS
V Srivatsa
Fund Manager since Aug 2018
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Infrastructure Fund |
27.11% |
0 |
DSP Healthcare Fund |
24.74% |
0 |
ICICI Prudential Commodities Fund |
20.78% |
0 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
About UTI Healthcare Fund Direct Plan Growth
UTI Healthcare Fund Direct Growth, an Equity Mutual Fund Scheme from UTI Mutual Fund, offers investors an avenue to tap into the potential of the healthcare services sector. This open-ended equity scheme is dedicated to investing in companies operating within the healthcare domain. Notably, the fund's management exhibits a strong inclination toward companies with a domestic focus, solid technical expertise, and robust corporate governance practices. Market capitalisation isn't a decisive factor for investment, and the fund retains the flexibility to take concentrated positions in select stocks or sectors within the healthcare industry.
Investment Objective of the Scheme
The scheme's central aim revolves around achieving long-term capital appreciation through predominantly investing in equities and equity-related instruments of companies and institutions entrenched in the Healthcare Services Sector. By capitalising on opportunities within this sector, the fund seeks to optimise returns over an extended investment horizon.
Key Features of The Fund
5-year return | 28.92% |
Expense Ratio | 1.25% |
Fund Manager | V Srivatsa |
Fund Size | ₹1203.23 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This scheme could be well-suited for investors exhibiting a higher risk appetite, seeking exposure to a diversified portfolio within the pharmaceutical and healthcare services sector. It also holds appeal for those considering a tactical allocation to their broader equity portfolio. In terms of investment horizon, the UTI Healthcare Fund is an ideal fit for tactical allocation strategies. Investors can align their investment tenure with their return expectations, with a preference for time horizons of five years or more. The option of investing through a Systematic Investment Plan (SIP) could prove particularly beneficial, aiding in managing the inherent volatility of the broader equity market. Before making any investment decisions, it's crucial to carefully evaluate personal financial goals and risk tolerance.
AMC Contact Details
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230(+91) 022 6227 8000022 – 68990800 |
service@uti.co.in | |
Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Plan Precisely and Prosper With SIP Calculator
FAQs
What is today's NAV of UTI Healthcare Fund?
What is the AUM of UTI Healthcare Fund?
What is the expense ratio of UTI Healthcare Fund?
What are the returns of UTI Healthcare Fund since inception?
What is the minimum SIP amount to invest in UTI Healthcare Fund?
How do I invest in UTI Healthcare Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Healthcare Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Healthcare Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Healthcare Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.