UTI Healthcare IDCW-R
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.8%
Sharpe Ratio0.78
Beta0.95
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 LtdServices7.62%
Divi's Laboratories LtdServices6.15%
Net Current AssetsUtilities5.85%
Dr Reddy's Laboratories LtdServices5.24%
Ajanta Pharma LtdServices4.81%
Gland Pharma LtdServices4.06%
Alkem Laboratories LtdServices3.70%
Apollo Hospitals Enterprise LtdServices3.03%
Caplin Point Laboratories LtdServices3.02%
Global Health LtdServices2.96%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.2%
Regulatory & Tax Information
INF789F01687
ISINDailyDealing Frequency
BSE Healthcare PR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)