UTI Healthcare Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
UTI Healthcare Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,430 Cr
Lock In Period
N/A
Expense Ratio
2.22
Exit Load
1% if less than 30 days, Nil if greater then or equals to 30 days.
Benchmark
BSE Healthcare Total Return
UTI Healthcare Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.95 | -1.39 | -5.81 |
| 6M | 9.58 | 0.96 | 15.51 |
| 1Y | 6.49 | 2.63 | 16.66 |
| 3Y | 19.62 | 13.51 | 108.62 |
Portfolio Analysis
- Equity: 94.15%
- Debt: 5.85%
- Others
As on: 2026-09-30
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About Fund UTI Healthcare Fund Growth
UTI Healthcare Fund Growth managed by UTI Mutual Fund,is a Healthcare & Pharmascheme with Assets Under Management of ₹1,430 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 2.22. 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.
Fund Managers
Kamal Gada
Mr. Kamal Gada is B.com, CA, CS, & CFA. Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Healthcare Fund Growth | 5 | 6,861 CR | 2.08 |
| Mirae Asset Healthcare Fund Growth | 4 | 3,494 CR | 2.04 |
| UTI Healthcare Fund Growth | 3 | 1,429 CR | 2.22 |
| SBI Healthcare Opportunities Fund Growth | 3 | 5,870 CR | 1.99 |
| HDFC Pharma and Healthcare Fund Growth | 0 | 3,501 CR | 2.11 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Healthcare Fund Growth | -0.5665 | 67.9983 |
| This FundMirae Asset Healthcare Fund Growth | 9.542 | 69.3871 |
| This FundUTI Healthcare Fund Growth | 6.4879 | 71.1804 |
| This FundSBI Healthcare Opportunities Fund Growth | 8.2723 | 73.9837 |
| This FundHDFC Pharma and Healthcare Fund Growth | 15.3537 | 101.3248 |
UTI Healthcare Fund Growth 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 2.22. 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 : -8.95%
- 6 Months : 9.58%
- 1 Year : 6.49%
- 3 Years : 19.62%
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 ₹1,430 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.
