UTI Healthcare Fund Regular Plan Growth
Medium
Risk
Equity
Other
+
17.42
%
17.42
%
3Y annualised
+
0.41
%
0.41
%
1D
1M
6M
1Y
3Y
All
Fund size
919
NAV:
Mar 7, 2024
222.427
Sector
Tech
Type
Equity
Launched
Jun 1999
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Sun Pharmaceuticals Industries Ltd
12.96
%
Cipla Ltd
7.35
%
Apollo Hospitals Enterprise Ltd
7.12
%
Dr Reddy's Laboratories Ltd
6.57
%
Ajanta Pharma Ltd
4.97
%
Aurobindo Pharma Ltd
4.76
%
Fortis Healthcare Ltd
3.99
%
Krishna Institute of Medical Sciences Ltd
3.75
%
Torrent Pharmaceuticals Ltd
3.31
%
Suven Pharmaceuticals Ltd
3.22
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
UTI Healthcare Fund Regular Plan Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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