65
Pharma & HealthcareBuy
UTI Healthcare
UTI · Direct–Growth · rank #4 of 19 by Smart Score
Data updated
Trailing returns
1 Year
16.8%
+18.9% vs index
3 Years
24.1%
+14.3% vs index
5 Years
16.1%
+6.6% 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
+21.9%+25.5% vs index
Why this score
UTI Healthcare scores 65/100 — #4 of 19 Pharma & Healthcare fund (Buy). It stands out for 3y return and 5y return — beating 86% of peers on 3y return. The main drag is its expense ratio (better than only 25% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return24.13% · 86th percentile in category
5Y return16.07% · 78th percentile in category
Sharpe ratio1.17 · 78th percentile in category
Sortino ratio1.87 · 83rd percentile in category
Expense ratio1.26% · 25th percentile in category
Volatility15.97 · 28th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd8.25%
2.Divi's Laboratories Ltd6.21%
3.Ajanta Pharma Ltd4.74%
4.Gland Pharma Ltd3.7%
5.Dr. Reddy's Laboratories Ltd3.62%
43 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.