Feedback
Navigate Up
  • Chat online
  • Write to us
  • 1800 26 61230

UTI - Pharma & Healthcare Fund

Rating (source: Value Research)

NAV as on 21/07/2017 for

Rs. 67.179-0.1765 (0.26%)
SMS: LNF to 5676756to get scheme details and NAV
  • Overview

  • Performance

  • Portfolio

  • Fund
    Manager
  • Scheme
    Documents
  • Load
    Structure
  • Management
    Commentary
  • Creation Unit/
    Portfolio
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:

  • The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.
Investment Information
Fund type
Open ended
Date of Inception
28/06/1999
Investment Plan
Dividend Option
Fund size (Rs.Cr)
305.00 (as of 30th Jun 2017 )
Number of investors
37802 (as of 30th Jun 2017 )
Min. Investment
5000
Last Dividend
1.7
Bonus
N.A.
Options Available

Growth option, Dividend option with Payout and Reinvestment

(SIP, SWP & Trigger)

Fund Managers
Fund Manager

Mr. V. Srivatsa

Mr. V. Srivatsa is an Executive Vice President & Fund Manager – Offshore Equity at UTI AMC Ltd.

Know More
Who Should Invest
  1. 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
Portfolio (as of Mar 2017)

Sectoral Breakdown
(% as compared to Benchmark)

Market Capitalisation (%)

Large Mid Small
58.00 36.00 6.00

View complete asset allocation

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity instruments of companies in the Pharma & Healthcare sector
  • High Risk Level

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scenario 1:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Scenario 2:
Mr.Singh has invested Rs.1,00,000 in this fund since December 2000. See how his funds have performed over time.

Sectoral Breakdown (as of 30th Jun 2017)
Asset Allocation (as of 31st Mar 2017)

Market Capitalisation (%)

Large Mid Small
58.00 36.00 6.00
Detailed Portfolio (as of 30th Jun 2017)
Equity % to NAV
SUN PHARMACEUTICALS INDUSTRIES LTD. 14.10
AUROBINDO PHARMA LTD. 9.38
CIPLA LTD. 6.97
STRIDES SHASUN LTD. 6.16
DISHMAN CARBOGEN AMCIS LTD 5.63
NCA 5.53
PIRAMAL ENTERPRISES LTD. 4.68
ALKEM LABORATORIES LTD 3.74
DR. REDDY'S LABORATORIES LTD. 0.80
SANOFI INDIA LTD. 3.35
IPCA LABORATORIES LTD. 2.36
PFIZER LIMITED 3.53
NATCO PHARMA LTD. 3.15
NARAYANA HRUDAYALAYA LTD 2.94
DIVIS LABORATORIES LTD. 2.75
MAX INDIA LTD. 2.72
TORRENT PHARMACEUTICALS LTD. 2.71
SUN PHARMA ADVANCED RESEARCH CO LTD. 2.43
BIOCON LTD. 2.16
DR. LAL PATHLABS LTD. 1.77
UNICHEM LABORATORIES 1.53
FDC LIMITED 1.51
INDOCO REMEDIES LTD. 1.04
SHILPA MEDICARE LTD. 0.99
APOLLO HOSPITALS ENTERPRISE LTD. 2.68
CADILA HEALTHCARE LTD. 4.56
LUPIN LTD. 0.83
Fund Manager - Biography
Fund Manager

Mr. V. Srivatsa

Mr. V. Srivatsa is an Executive Vice President & Fund Manager – Offshore Equity at UTI AMC Ltd. He is a B.Com graduate, C.A., C.W.A. and has a PGDM from IIM, Indore. He has been with UTI AMC since 2002. Prior to joining UTI he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 2 years and as Officer-Audit in Madras Cements Ltd..

Minimum Investment Amount Rs. 5000/-
Period of Holding

<= 548 days >548 days

Entry Load Nil
Exit Load(as % of NAV) Less than one year - 1%
Greater than or equal to one Year - Nil
Already have this Fund?

Things you should know to make the best investment decision

Register with us
and recieve benefits:

  • Get tips on investment
  • Bust your myths
  • Get NAV alerts
  • Recieve emails on market outlook
....and much more!

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

DESIGNED BY : Indigo Consulting
DEVELOPED BY :   Prosares Solution Pvt Ltd