UTI - Healthcare Fund - Direct Plan - Growth
code 120782 Sectoral/Thematic direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2024-09-09, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 7.76% | 7.76% | 8.69% | -0.93% | 2026-10-09 → 2026-11-09 |
| 3M | 3.67% | 3.67% | 3.55% | 0.12% | 2026-08-07 → 2026-11-09 |
| 6M | 15.75% | 15.75% | 14.23% | 1.52% | 2026-05-08 → 2026-11-09 |
| 1Y | 22.34% | 22.34% | 19.71% | 2.64% | 2025-11-07 → 2026-11-09 |
| 3Y | 24.09% | - | - | - | 2023-11-09 → 2026-11-09 |
| 5Y | 17.48% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | 24.50% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | 15.74% | - | - | - | 2016-11-09 → 2026-11-09 |
| since inception | 16.58% | 11.12% | 9.99% | 1.14% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 44.97% | 13.40% | -8.89% | 7.18% | -6.54% | 2.17% | 68.92% | 20.35% | -11.30% | 39.56% | 44.27% | -2.18% |
| benchmark | - | - | - | - | - | - | - | - | - | - | - | -2.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 287 | 8.86% | 9.70% | -2.88% | 22.34% | 90% | 90% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 23.64% | 16.22% | 14.38% |
| volatility | 16.00% | 15.54% | 17.50% |
| max drawdown | -15.88% | -19.36% | -22.60% |
| downside deviation | 8.80% | 9.21% | 9.96% |
| Sharpe ratio | 1.05 | 0.68 | 0.55 |
| Sortino ratio | 1.90 | 1.15 | 0.96 |
| Calmar ratio | 1.49 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.