UTI Healthcare IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

UTI Healthcare IDCW Reinvest Direct Plan

NAV
₹248.1300
-1.03%
(20 Dec)
AUM
1,203 Cr
TER
1.25%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+46.8%
+36.5%
+36.5%
+36.5%
+35.4%
3Y
+23.4%
+38.6%
+38.6%
+38.6%
+36.8%
5Y
+28.9%
+25.7%
+25.7%
+25.7%
+28.8%
ALL
+17.3%
+12.3%
+12.3%
+12.3%
+17.3%
VOL
15.5%
20.3%
20.3%
20.3%
20.0%
TER
1.3%
0.7%
0.7%
0.7%
0.8%
AUM
₹1,203 Cr
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
₹1,345 Cr
INFO
1.12
0.61
0.61
0.61
0.86
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Healthcare IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Sun Pharmaceuticals Industries Ltd
11.3%
Cipla Ltd
5.9%
Ajanta Pharma Ltd
5.4%
Dr Reddy's Laboratories Ltd
4.7%
Gland Pharma Ltd
3.7%
Glenmark Pharmaceuticals Ltd
3.6%
Apollo Hospitals Enterprise Ltd
3.5%
Fortis Healthcare Ltd
3.3%
Procter & Gamble Health Ltd
3.3%
Eris Lifesciences Ltd Registered Shs
3.1%
Top industry exposure
Healthcare
95.9%
Basic Materials
1.5%
Financial Services
1.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund manager(s)
Kamal Gada

FAQs