EQUITY•SECTORAL / THEMATIC
UTI Healthcare Fund
3 Year return
25.00%
NAV on August 27, 2026
389.6244
1D Returns
+2%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
49.83%₹1,794
Total Value ₹5,394
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹1,370.92 Cr.
Expense Ratio
1.28% (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.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
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
UTI Mutual Fund Manager
KG
Kamal Gada
Fund Manager since May 2022
Fund House Details
UTI Mutual Fund
Asset management company
AUM
₹3,94,847.58 Cr.
No. of Schemes
261
Setup Date
January 2003
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund | 24.1008% | 0 |
| SBI PSU Fund | 24.1342% | 0 |
| ICICI Prudential Infrastructure Fund | 20.2136% | 0 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
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
16.9308%
Expense Ratio
1.28%
Fund Manager
Kamal Gada
Fund Size
₹1370.92 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 |
| Address | 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
Planning SIP for your goals just got easier! With Angel One's SIP calculator, get clarity on the expected returns to help you decide your optimum balance between the investment horizon, SIP amount, and expected rate of return. Try it out now!
FAQs
What is today's NAV of UTI Healthcare Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Healthcare Fund on August 27, 2026, is ₹389.6244
What is the AUM of UTI Healthcare Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Healthcare Fund, is ₹1370.92 crore.
What is the expense ratio of UTI Healthcare Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of UTI Healthcare Fund is 1.28%
What are the returns of UTI Healthcare Fund since inception?
The UTI Healthcare Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in UTI Healthcare Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Healthcare Fund is ₹500.
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.
ENTER AMOUNT
₹
₹5,394 in 3Y at 25.0013% returns
SIP Date1st of every month
Your next SIP Payment will be on 28 September 2026
By proceeding, you accept AngelOne's T&C
