UTI Healthcare Fund Direct Growth

Scheme code: INF789F01TO9 NAV value: ₹ 308.1961 NAV date: 19 March, 2026 TER: 1.30%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-17.93	86.35	12.31	18.66	13.63
3 year	-6.53	29.10	17.32	14.39	18.78
5 year	-4.52	32.37	13.42	13.81	15.46
7 year	5.99	21.32	13.84	13.77	13.55
10 year	10.17	15.65	13.47	13.62	14.92
12 year	14.37	17.52	16.32	16.14	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.66
3 year	6.28	30.95	15.04	14.39
5 year	8.38	26.02	14.22	13.81
7 year	10.18	15.62	12.93	13.77
10 year	11.42	12.93	12.18	13.62
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.66
3 year	6.56	19.64	13.57	14.39
5 year	9.22	12.29	10.75	13.81

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.66
3 year	7.68	21.49	15.06	14.39
5 year	10.37	13.5	11.93	13.81

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.66
3 year	8.04	32.03	17.81	14.39
5 year	8.18	28.64	15.34	13.81
7 year	10.64	16.42	13.77	13.77
10 year	12.56	14.06	13.31	13.62

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,168 - Absolute Returns: ₹75,168 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,42,453 - Absolute Returns: ₹8,42,453 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,56,999 - Absolute Returns: ₹28,56,999 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,96,505 - Absolute Returns: ₹65,96,505 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,81,01,120 - Absolute Returns: ₹1,61,01,120 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,14,12,041 - Absolute Returns: ₹2,70,12,041 - CAGR: %

Drawdown Metrics

Max Drawdown

-27.10 %

Drawdown Duration

60 months

Recovery Time

2 months

Avg Drawdown

-8.74 %

Calmar Ratio by Duration

1 Y

0.6886

3 Y

0.531

5 Y

0.5096

7 Y

0.5081

10 Y

0.5026

12 Y

0.5956

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.01	0.72	76.6	69.3	7.72 %	4.00 %
3 years	16.62	0.61	75.2	50.5	26.03 %	11.28 %
5 years	7.73	0.57	62.4	49.3	15.89 %	9.44 %
7 years	10.82	0.51	58.9	44.7	19.50 %	10.74 %
10 years	3.64	0.54	60.4	52.9	13.15 %	12.06 %
12 years	2.46	0.54	60.4	53.2	10.86 %	10.00 %
15 years	1.33	0.54	60.4	53.2	8.60 %	7.92 %