UTI Healthcare Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.1%
Sharpe Ratio0.75
Beta1.02
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Sun Pharmaceuticals Industries LtdServices10.08%
Cipla LtdServices5.48%
Ajanta Pharma LtdServices4.92%
Procter & Gamble Health LtdServices4.30%
Dr Reddy's Laboratories LtdServices4.20%
Glenmark Pharmaceuticals LtdServices3.99%
Lupin LtdServices3.53%
Apollo Hospitals Enterprise LtdServices3.49%
Divi's Laboratories LtdServices3.47%
Fortis Healthcare LtdServices3.36%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.26%
Regulatory & Tax Information
INF789F01679
ISINDailyDealing Frequency
BSE Healthcare PRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)