61
Pharma & HealthcareHold
UTI Healthcare
UTI · Direct–Growth · rank #7 of 19 by Smart Score
Data updated
Trailing returns
1 Year
10.2%
+14.9% vs index
3 Years
21.3%
+11.9% vs index
5 Years
14.3%
+6.4% vs index
Since launch
15.9%
Year-by-year performance
2021
+20.4%-10.3% vs index
2022
-11.3%-15.1% vs index
2023
+39.6%+13.0% vs index
2024
+44.3%+28.6% vs index
2025
-2.2%-9.8% vs index
2026
+13.4%+19.4% vs index
Why this score
UTI Healthcare scores 61/100 — #7 of 19 Pharma & Healthcare fund (Hold). It stands out for 3y return and sharpe ratio — beating 79% of peers on 3y return. The main drag is its expense ratio (better than only 18% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return21.31% · 79th percentile in category
Sharpe ratio1.02 · 84th percentile in category
Expense ratio1.34% · 18th percentile in category
Sortino ratio1.54 · 83rd percentile in category
Alpha4.78 · 72nd percentile in category
Fund size1429.84 Cr · 61st percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd7.62%
2.Divi's Laboratories Ltd6.15%
3.Dr. Reddy's Laboratories Ltd5.24%
4.Ajanta Pharma Ltd4.81%
5.Gland Pharma Ltd4.06%
44 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.