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UTI Healthcare Fund - Direct Plan - Growth Option is an equity scheme managed by UTI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 20.48%, with the bottom and top quartiles at 15.51% and 25.26% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 1.36% on assets of ₹1,144Cr. The fund is currently managed by Mr. Kamal Gada, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 77% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 9.49% |
| AJANTA PHARMA LIMITED | Healthcare | 5.84% |
| LUPIN LIMITED | Healthcare | 4.23% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 3.54% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 3.35% |
| GLAND PHARMA LIMITED | Healthcare | 3.30% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 3.23% |
| ALKEM LABORATORIES LIMITED | Healthcare | 3.21% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 3.00% |
| ANTHEM BIOSCIENCES PRIVATE LIMITED | Healthcare | 2.48% |
| AUROBINDO PHARMA LIMITED | Healthcare | 2.46% |
| PROCTER & GAMBLE HEALTH LIMITED | Healthcare | 2.28% |
| IPCA LABORATORIES LIMITED | Healthcare | 2.19% |
| CAPLIN POINT LABORATORIES LIMITED | Healthcare | 2.17% |
| Sai Life Sciences Limited | Healthcare | 2.15% |
| GLOBAL HEALTH LIMITED | Healthcare | 2.06% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 1.99% |
| JUPITER LIFE LINE HOSPITALS LIMITED | Healthcare | 1.94% |
| MARKSANS PHARMA LTD. | Healthcare | 1.83% |
| CIPLA LIMITED | Healthcare | 1.72% |
| METROPOLIS HEALTHCARE LIMITED | Healthcare | 1.61% |
| ERIS LIFESCIENCES LIMITED | Healthcare | 1.56% |
| PFIZER LIMITED | Healthcare | 1.47% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 1.34% |
| VIJAYA DIAGNOSTIC CENTRE LIMITED | Healthcare | 1.31% |
| Sector | Holdings | Weight |
|---|---|---|
| Healthcare | 35 | 95.27% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -15.34% | 2.07% | 17.76% | 39.53% | 62.24% | 78.0% |
| 3Y | 12.03% | 15.51% | 20.48% | 25.26% | 29.40% | 100.0% |
| 5Y | 14.67% | 15.63% | 17.62% | 19.96% | 23.90% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 41.7% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | SBI Mutual Fund | ₹4,323 Cr | 0.92% | +25.57% | +16.27% | 3★ |
| DSP Healthcare Fund - Direct Plan - Growth | DSP Mutual Fund | ₹3,142 Cr | 0.79% | +22.87% | +15.36% | 3★ |
| ITI Pharma and Healthcare Fund - Direct Plan - Growth Option | ITI Mutual Fund | ₹230 Cr | 3.11% | +21.39% | — | 3★ |
| ITI Pharma and Healthcare Fund - Direct Plan - IDCW Option | ITI Mutual Fund | ₹230 Cr | 3.11% | +21.38% | — | 3★ |
| Kotak Healthcare Fund - Direct Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹496 Cr | 0.91% | — | — | 3★ |
| Kotak Healthcare Fund - Direct Plan - IDCW Option | Kotak Mahindra Mutual Fund | ₹496 Cr | 0.91% | — | — | 2★ |
| WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹603 Cr | 0.86% | — | — | 3★ |
| PGIM India Healthcare Fund - Direct Plan - IDCW Option | PGIM India Mutual Fund | ₹92 Cr | 0.75% | — | — | 1★ |
| PGIM India Healthcare Fund - Direct Plan - Growth Option | PGIM India Mutual Fund | ₹92 Cr | 0.75% | — | — | 1★ |
| Bandhan Healthcare Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹291 Cr | 0.87% | — | — | — |