63
Pharma & HealthcareBuy
UTI Healthcare
UTI · Direct–Growth · rank #4 of 18 by Smart Score
Trailing returns
1 Year
12.7%
+12.2% vs index
3 Years
26.4%
+14.2% vs index
5 Years
15.4%
+3.4% vs index
Since launch
16.5%
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
+17.2%+18.9% vs index
Why this score
UTI Healthcare scores 63/100 — #4 of 18 Pharma & Healthcare fund (Buy). It stands out for 3y return and sharpe ratio — beating 95% of peers on 3y return. The main drag is its expense ratio (better than only 17% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return26.40% · 95th percentile in category
Sharpe ratio1.23 · 79th percentile in category
Sortino ratio2.12 · 91st percentile in category
Expense ratio1.31% · 17th percentile in category
Volatility16.70 · 32nd percentile in category
Alpha4.98 · 62nd percentile in category