Navigate Up

UTI - Pharma & Healthcare Fund

Rating (source: Value Research)
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:
An open-ended fund which exclusively invests in the equities of the Pharma & Healthcare sector companies. This fund is one of the growth sector funds aiming to invest in companies engaged in business of manufacturing and marketing of bulk drug, formulations and healthcare products and services.

Investment Information
  • FUND TYPE:

    Open ended

  • DATE OF INCEPTION:

    28/06/1999

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    315.69 (as of 31st Aug 2017)

  • NUMBER OF INVESTORS:

    39019 (as of 31st Aug 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
Suitable for a regular equity investor who has a higher risk appetite. Such a fund can be used to complement their core portfolio holdings. Suggested investment horizon is 2- 3 years

FUND MANAGER
Mr. Lalit Nambiar
Lalit Nambiar is a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).

OPTIONS AVAILABLE
SIP & SWP & Trigger

Period Returns (%)
2014-2015 39.95
2015-2016 -4.48
2016-2017 -5.86
Since Inception 14.32

You can view portfolio, fees, document and more on the full website

Other facilities available on www.utimf.com (desktop version)

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Privacy Policy