EquitySectoral/ ThematicDirect · Growth
UTI Healthcare Fund - Direct Plan - Growth Option
UTI · Scheme 120782
₹388.45▲ 0.11%NAV · 2026-09-18
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
24.4%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
Strong · 71/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 16.5% CAGR over 5 years.
- ✓Compounding well recently — 24.4% CAGR over 3 years.
- ✓3Y CAGR: +24.4%
- ✓Alpha vs benchmark: +17.0%
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Sharpe ratio: 0.68
- •Sortino ratio: 0.94
FundScore breakdown
71/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Decent
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.