UTI Healthcare Fund
Direct · Growth ₹323.61
21 Apr 2026
NAV
14.5%
3Y CAGR
13.8%
5Y CAGR
13.6%
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.
6.77
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 | ₹12.53 L | 18.9% | -29.2% | 102.0% |
| 3 Years | ₹36.00 L | ₹43.91 L | 14.8% | -8.1% | 42.3% |
| 5 Years | ₹60.00 L | ₹89.77 L | 14.5% | -5.6% | 30.7% |
| 10 Years | ₹1.20 Cr | ₹2.85 Cr | 15.9% | 9.7% | 20.0% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.9% | 2.1% | +16.8% |
| 3 Years | 14.8% | 11.2% | +3.6% |
| 5 Years | 14.5% | 11.1% | +3.4% |
| 10 Years | 15.9% | 11.9% | +4.0% |