UTI Healthcare Fund
Direct · Growth ₹383.45
04 Aug 2026
NAV
14.8%
3Y CAGR
13.9%
5Y CAGR
13.7%
10Y CAGR
14.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.88
Sharpe
-27.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.56 L | 18.9% | -29.2% | 102.0% |
| 3 Years | ₹36.00 L | ₹44.07 L | 14.9% | -8.1% | 42.3% |
| 5 Years | ₹60.00 L | ₹90.47 L | 14.7% | -5.6% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.51 Cr | 16.5% | -0.7% | 26.6% |
| 10 Years | ₹1.20 Cr | ₹2.91 Cr | 16.2% | 9.7% | 20.0% |
| 12 Years | ₹1.44 Cr | ₹4.12 Cr | 16.5% | 14.6% | 18.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.9% | 14.5% | 13.9% | +4.5% |
| 3 Years | 14.9% | 11.2% | 16.8% | +3.7% |
| 5 Years | 14.7% | 10.4% | 16.9% | +4.2% |
| 7 Years | 16.5% | 10.6% | 16.6% | +5.9% |
| 10 Years | 16.2% | 11.5% | 16.9% | +4.7% |
| 12 Years | 16.5% | 11.4% | 16.4% | +5.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.4% | 12.3% | -17.9% | 86.3% | 0.49 | 1.56 | 68% | — | — |
| 3 Years | 14.8% | 17.7% | -6.5% | 29.7% | 0.79 | 2.00 | 84% | — | — |
| 5 Years | 13.9% | 13.6% | -4.5% | 32.4% | 0.98 | 3.85 | 98% | — | — |
| 10 Years | 13.7% | 13.6% | 10.2% | 15.7% | 6.88 | — | 100% | — | — |
-27.1%
Max Drawdown
60 mo
Drawdown Duration
1 mo
Recovery Time
-8.6%
Avg Drawdown
Calmar Ratio by Duration
0.68
1Y
0.55
3Y
0.51
5Y
0.53
7Y
0.51
10Y
0.59
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.31 | 0.64 | 75.3% | 55.0% | 16.4% | -0.4% |
| 3 Years | +16.92 | 0.61 | 75.9% | 52.3% | 24.4% | 8.0% |
| 5 Years | +8.18 | 0.58 | 63.1% | 50.1% | 15.9% | 8.7% |
| 7 Years | +15.08 | 0.51 | 60.4% | 42.4% | 24.6% | 12.4% |
| 10 Years | +5.76 | 0.54 | 61.1% | 51.4% | 14.8% | 11.2% |
| 12 Years | +6.41 | 0.57 | 64.8% | 54.9% | 15.0% | 10.2% |
| 15 Years | +6.55 | 0.55 | 62.5% | 51.1% | 14.9% | 9.9% |