Which funds are similar to UTI Healthcare Fund Direct-Growth?
Funds similar to UTI Healthcare Fund Direct-Growth in the Equity: Sectoral-Pharma category include Nippon India Pharma Fund Direct-Growth, ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct-Growth, and SBI Healthcare Opportunities Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Healthcare Fund Direct-Growth in its category?
On a 3-year return basis UTI Healthcare Fund Direct-Growth is ranked 1 out of 9 funds in the Equity: Sectoral-Pharma category as of 16 Jul 2026. On a 5-year return basis it ranks 3 out of 7. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Healthcare Fund Direct-Growth's expense ratio compare to similar funds?
UTI Healthcare Fund Direct-Growth has an expense ratio of 1.28%. The peers Nippon India Pharma Fund Direct-Growth has an expense ratio of 1.00% and ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct-Growth has 1.33%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Healthcare Fund Direct-Growth's AUM compare to similar funds?
UTI Healthcare Fund Direct-Growth has an AUM of ₹1,307.98 crore. The peers Nippon India Pharma Fund Direct-Growth has an AUM of ₹9,044.23 crore and ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct-Growth has ₹6,624.58 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Sectoral-Pharma?
The top performing fund in the Equity: Sectoral-Pharma category on a 3-year basis is ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct-Growth with a CAGR of 25.56% as of 16 Jul 2026. UTI Healthcare Fund Direct-Growth has delivered 26.40% CAGR over the same period, ranking 1 out of 9 funds. You can view and compare the full category ranking on sharpely.
How does UTI Healthcare Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Healthcare Fund Direct-Growth has a Sharpe ratio of 1.19 compared to the Equity: Sectoral-Pharma average of 1.07 as of 16 Jul 2026. It ranks 2 out of 12 funds in its category on Sharpe ratio.
