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Mutual Fund Review: UTI Pharma and HealthCare Fund

 

 

Scheme Objective:

This is an open ended sector fund, which invests in the equities of the pharma and healthcare companies. These companies both manufacture and market bulk drugs and healthcare products.

Type of Scheme: Open Ended Equity Scheme

Inception: May, 1999

Minimum Amount to be invested – Rs 5000

Entry Load: NIL

Exit Load: NIL if the scheme is redeemed after 1 year.

                   1% if the scheme is redeemed before 1 year.

Latest NAV: 20/12/2010

Income Option: 31.74

Growth Option: 41.08

Top Portfolio of Stocks:

·         Dr. Reddys Laboratories

·         Cadilla Healthcare

·         Cipla

·         Aventis Pharma

·         Divis Laboratories

·         Lupin

·         Ipca Laboratories

·         Sun Pharma Advanced Research Company

Returns from the Scheme: (20-10-2010)

·         3 months – 11.2 %

·         6 months – 11.8%

·         1 Year – 33.7 %

·         2 years – 50.2 %

(Returns upto 1 year are absolute and over 1 year are annualised.)

 

 

UTI is a reputed mutual fund company and UTI pharma and healthcare is one of its top performing funds. Investors with risk appetite and long term investors can invest in this scheme.
 

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