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UTI Healthcare Fund(G)-Direct Plan

UTI Healthcare Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+16.41%

5Y annualised

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NAV : 09 Sep 2026

₹392.64

Min. SIP amount

₹500

Fund size (AUM)

1443 Cr

Expense ratio

1.3%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,28,311

Stock Allocation

Stock nameSectorAllocation
Eq - Sun Pharmaceuticals IndustriesHealthcare8.25%
Eq - Divis Laboratories Ltd.Healthcare6.21%
Net Current AssetsCash & Cash Equivalents And Net Assets5.71%

Fund Composition

1443 Cr

Large Cap

25.92%

Mid Cap

22.79%

Small Cap

44.44%

Others

6.85%

Sector Allocation

1443 Cr

Healthcare

89.91%

Cash & Cash Equivalents And Net Assets

5.71%

Domestic Equities

3.90%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 30D, Nil after 30D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

KG

Kamal Gada

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+21.60%
B

Bajaj Finserv Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

UTI Healthcare Fund(G)-Direct Plan is a part of UTI Asset Management Company Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Kamal Gada. It is a Equity type of fund.

The current NAV of UTI Healthcare Fund(G)-Direct Plan is ₹392.64 (as of 09 Sep 2026).

UTI Healthcare Fund(G)-Direct Plan has delivered 18.10% in 1 year, 24.56% in 3 years, and 16.41% in 5 years (annualised).

The minimum SIP amount for UTI Healthcare Fund(G)-Direct Plan is ₹500.

The expense ratio of UTI Healthcare Fund(G)-Direct Plan is 1.3%.

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