UTI Healthcare Fund- Direct
Scheme Type
Open-ended
Scheme Category
Pharma
Benchmark Type
Nifty Pharma_Adj
Scheme AUM (in Crs.)
₹ 441.05
Expense Ratio
1.69%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
01 Feb 2003
Sponsor
NA
Email
service@uti.co.in
Phone
022 - 66786666
Address
UTI Tower , `GN' Block,,Bandra Kurla Complex,,Bandra (E), Mumbai - 400 051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed less than 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of
companies/institutions engaged in the Healthcare Services Sector. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth
• Investment in equity instruments of companies in the Pharma & Healthcare sectorHigh Risk Level
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,879
Portfolio Value
₹-121
Total Returns
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