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UTI Healthcare - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : UTI Mutual Fund

Returns (NAV as on 06th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 29-Nov-19 9878.40 -1.22% - -1.46% 42/103
1 Month 06-Nov-19 10263.40 2.63% - -0.57% 7/103
3 Month 06-Sep-19 10563.40 5.63% - 7.70% 71/101
6 Month 06-Jun-19 10660.90 6.61% - 1.26% 18/97
YTD 01-Jan-19 10092.00 0.92% - 1.85% 71/96
1 Year 06-Dec-18 10306.70 3.07% 3.07% 10.19% 76/93
2 Year 06-Dec-17 10092.90 0.93% 0.46% 2.51% 44/81
3 Year 06-Dec-16 9537.30 -4.63% -1.57% 10.70% 78/80
5 Year 05-Dec-14 10367.40 3.67% 0.72% 7.54% 67/70
Since Inception 02-Jan-13 18779.90 87.80% 9.52% 10.76% 59/102

SIP Returns (NAV as on 06th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 06-Dec-18 12000 12506.88 4.22 % 7.9 %
2 Year 06-Dec-17 24000 24474.02 1.98 % 1.89 %
3 Year 06-Dec-16 36000 36510.93 1.42 % 0.92 %
5 Year 05-Dec-14 60000 59302.82 -1.16 % -0.46 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.29% 2.63% 5.63% 6.61% -1.65% 3.07% 0.46% -1.57% 0.72%
Nifty 50 -0.81% -0.37% 8.91% 0.66% 2.56% 12.45% 8.95% 13.55% 6.90%
Benchmark: S&P BSE Healthcare -0.92% 0.89% 3.06% 1.84% -7.35% -2.40% -1.55% -5.21% -2.21%
Category Average -0.75% -0.57% 7.70% 1.26% 1.85% 10.19% 2.51% 10.70% 7.54%
Category Rank 13/103 7/103 71/101 18/97 71/96 76/93 44/81 78/80 67/70
Best in Category 0.87% 4.05% 17.49% 20.28% 18.05% 29.50% 20.74% 22.78% 15.05%
Worst in Category -2.08% -4.76% -6.77% -16.74% -17.77% -11.18% -21.96% -4.64% -3.48%

Best Quarters

Period This Fund Nifty 50 S&P BSE Healthcare Category Average
Q4 - 2017 10.73% 5.84% -- 11.35%
Q4 - 2019 9.62% 4.94% -- 1.97%
Q3 - 2018 8.19% 3.29% -- -4.68%

Worst Quarters

Period This Fund Nifty 50 S&P BSE Healthcare Category Average
Q1 - 2018 -9.00% -2.14% -- -5.82%
Q2 - 2019 -7.86% 1.68% -- -0.04%
Q4 - 2016 -8.24% -6.39% -- -4.15%

Forum

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