Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,107 Cr
Lock In Period
N/A
Expense Ratio
2.27
Benchmark
BSE Healthcare Total Return
Exit Load
1% if less than 30 days, Nil if greater then or equals to 30 days.
Summary
Latest details for UTI Healthcare Fund Growth include a ₹274.512 NAV as of Mar 16,2026 and returns since inception of 96.51%. Minimum investments start at SIP ₹500. The UTI Healthcare Fund Growth AUM is ₹1,107 Cr, with a lock-in of N/A years, expense ratio of 2.27%, and benchmark BSE Healthcare Total Return. Exit load is - 1% if less than 30 days, Nil if greater then or equals to 30 days.. In the growth review for 1M Month/Year, the fund recorded -0.96% returns, against a category average of -1.29% and a category best of 2.53%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.96 | -1.29 | 2.53 |
| 6M | -6.65 | 1.24 | 8.52 |
| 1Y | 8.27 | 6.26 | 13.23 |
| 3Y | 25.26 | 15.73 | 112.80 |
Portfolio Analysis
- Equity: 98.21%
- Debt: 1.80%
- Others
As on: 2026-02-28
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About Fund
UTI Healthcare Fund Growth managed by UTI Mutual Fund,is a Healthcare & Pharmascheme with Assets Under Management of ₹1,107 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 2.27. Under the expert guidance of Kamal Gada ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Pharma Fund Growth | 4 | 8306.35 CR | 1.81 |
| This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth | 3 | 854.04 CR | 2.3 |
| This FundMirae Asset Healthcare Fund Growth | 3 | 2843.74 CR | 1.93 |
| This FundSBI Healthcare Opportunities Fund Growth | 5 | 4076.67 CR | 1.93 |
| This FundUTI Healthcare Fund Growth | 4 | 1106.71 CR | 2.27 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Pharma Fund Growth | 8.4055 | 89.5813 |
| This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth | 9.636 | 91.2827 |
| This FundMirae Asset Healthcare Fund Growth | 11.6179 | 95.538 |
| This FundSBI Healthcare Opportunities Fund Growth | 5.7987 | 95.8042 |
| This FundUTI Healthcare Fund Growth | 8.2666 | 96.5108 |
FAQs
UTI Healthcare Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Healthcare Fund Growth is 2.27. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Healthcare Fund Growth’s fund performance is as follows:
- 1 Month : -0.96%
- 6 Months : -6.65%
- 1 Year : 8.27%
- 3 Years : 25.26%
You can invest in UTI Healthcare Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Healthcare Fund Growth is ₹1,107 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Healthcare Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500