3 Year return

14.86%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

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Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹938.43 Cr.

Expense Ratio

1.31% (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

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

UTI Mutual Fund Managers

VS

V Srivatsa

Fund Manager since Aug 2018

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
19.39%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

19.39%
6.29%

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 25.99%
Expense Ratio 1.31%
Fund Manager V Srivatsa
Fund Size ₹938.43 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 8000 022 – 68990800
Email 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.

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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 Jun 21 2024 is 262.1568

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 938.43 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 1.31%

What are the returns of UTI Healthcare Fund since inception?

The UTI Healthcare Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.01 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?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Healthcare Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Healthcare Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Healthcare Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.