UTI Mutual Fund · Equity · Sectoral / Thematic · Direct plan
UTI - Healthcare Fund - Direct Plan - Growth
₹375.0929NAV on 30 Oct 2026Expense ratio 1.34%
29 Oct 2025NAV low 304.48 · high 394.99+13.1%
In plain words
Over 3 years it returned +23.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.9%.
On 3-year return it ranks 7 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,96,023 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.3% | +1.9% |
| 3 months | -1.4% | -5.1% |
| 6 months | +12.8% | -3.2% |
| 1 year | +13.5% | -10.2% |
| 3 years (yearly) | +23.5% | +7.4% |
| 5 years (yearly) | +16.2% | +6.5% |
| 10 years (yearly) | +14.4% | +11.3% |
| Since start (yearly) | +16.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,33,283 | +18.5% |
| 3 years | ₹3,60,000 | ₹4,62,922 | +16.2% |
| 5 years | ₹5,90,000 | ₹9,73,071 | +19.9% |
| 10 years | ₹11,90,000 | ₹32,07,520 | +18.8% |
Other plan of this fund: UTI - Healthcare Fund - Regular Plan - Growth