UTI Healthcare Fund Direct Growth

Scheme code: INF789F01TO9 NAV value: ₹ 329.7510 NAV date: 26 August, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.5866.3631.8517.27
3 year10.9430.0719.3820.39
5 year4.8632.6417.1414.07
7 year5.9021.7013.1312.25
10 year10.1316.0113.7514.22
12 year15.6617.9316.6316.07

Rolling return for 1 year

- Average return: 31.85% - Median return: 27.23% - Average standard deviation: 5.9

Rolling return for 3 year

- Average return: 19.38% - Median return: 18.85% - Average standard deviation: 1.85

Rolling return for 5 year

- Average return: 17.14% - Median return: 14.45% - Average standard deviation: 1.02

Rolling return for 7 year

- Average return: 13.13% - Median return: 13.03% - Average standard deviation: 0.74

Rolling return for 10 year

- Average return: 13.75% - Median return: 13.79% - Average standard deviation: 0.5

Rolling return for 12 year

- Average return: 16.63% - Median return: 16.51% - Average standard deviation: 0.46

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,26,5411,26,54110.55
3 year36,00,00048,30,16312,30,16310.30
5 year60,00,00098,75,08938,75,08910.48
7 year84,00,0001,49,51,01065,51,0108.59
10 year1,20,00,0002,72,22,6201,52,22,6208.54
12 year1,44,00,0004,18,12,4172,74,12,4179.29

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,26,541 - Absolute Returns: ₹1,26,541 - CAGR: 10.55%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,30,163 - Absolute Returns: ₹12,30,163 - CAGR: 10.3%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹98,75,089 - Absolute Returns: ₹38,75,089 - CAGR: 10.48%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,51,010 - Absolute Returns: ₹65,51,010 - CAGR: 8.59%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,72,22,620 - Absolute Returns: ₹1,52,22,620 - CAGR: 8.54%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,18,12,417 - Absolute Returns: ₹2,74,12,417 - CAGR: 9.29%