66
Pharma & HealthcareBuy
UTI Healthcare
UTI · Direct–Growth · rank #3 of 18 by Smart Score
Data updated
Trailing returns
1 Year
19.9%
+16.9% vs index
3 Years
25.2%
+13.7% vs index
5 Years
16.2%
+5.8% vs index
Since launch
16.6%
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
+21.4%+23.5% vs index
Why this score
UTI Healthcare scores 66/100 — #3 of 18 Pharma & Healthcare fund (Buy). It stands out for 3y return and 5y return — beating 95% of peers on 3y return. The main drag is its expense ratio (better than only 19% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return25.23% · 95th percentile in category
5Y return16.21% · 83rd percentile in category
Sharpe ratio1.23 · 78th percentile in category
Expense ratio1.28% · 19th percentile in category
Sortino ratio1.98 · 83rd percentile in category
Volatility16.70 · 28th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd8.71%
2.Divi's Laboratories Ltd5.57%
3.Ajanta Pharma Ltd4.8%
4.Caplin Point Laboratories Ltd3.95%
5.Lupin Ltd3.59%
44 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.