UTI - Healthcare Fund vs HDFC Transportation and Logistics Fund
UTI - Healthcare Fund (Direct) and HDFC Transportation and Logistics Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Sectoral/ Thematic schemes — see the best sectoral & thematic mutual funds for the full ranking.
Head to head
NAVs as of 31 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 17 Aug 2023 – 31 Aug 2026, limited by HDFC Transportation and Logistics Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | UTI - Healthcare Fund | HDFC Transportation and Logistics Fund | Nifty 500 |
|---|---|---|---|
| 17 Aug 2023 | ₹100.00 | ₹100.00 | ₹100.00 |
| 18 Nov 2023 | ₹106.10 | ₹109.32 | ₹104.75 |
| 18 Feb 2024 | ₹124.57 | ₹128.91 | ₹120.01 |
| 21 May 2024 | ₹125.72 | ₹147.98 | ₹126.10 |
| 21 Aug 2024 | ₹151.74 | ₹166.63 | ₹139.08 |
| 22 Nov 2024 | ₹156.67 | ₹150.99 | ₹132.28 |
| 22 Feb 2025 | ₹143.88 | ₹141.21 | ₹123.14 |
| 26 May 2025 | ₹154.19 | ₹156.24 | ₹136.34 |
| 26 Aug 2025 | ₹163.81 | ₹176.94 | ₹135.51 |
| 27 Nov 2025 | ₹162.70 | ₹186.34 | ₹142.53 |
| 27 Feb 2026 | ₹160.47 | ₹185.98 | ₹137.88 |
| 31 May 2026 | ₹173.50 | ₹176.05 | ₹134.85 |
| 31 Aug 2026 | ₹195.10 | ₹210.87 | ₹139.76 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
UTI - Healthcare Fund and HDFC Transportation and Logistics Fund share 0% of their equity book by weight.
| Metric | UTI · Direct NAV ₹392.74 Very High risk ★★★★☆ | HDFC · Direct NAV ₹21.09 Very High risk ★★★★★ | Category median Sectoral/ Thematic · 254 funds |
|---|---|---|---|
| +20.48%Best in row | +19.53% | +10.15% | |
| +25.23% | +27.65%Best in row | +16.43% | |
| +16.40% | — | +13.78% | |
| +15.05% | — | +14.94% | |
| +16.69% | +27.83%Best in row | +13.95% | |
| +22.87% | +23.58%Best in row | — | |
| +14.88% | +27.65%Best in row | +17.57% | |
| +13.87% | — | +16.31% | |
| +13.73% | — | +16.00% | |
| Risk | |||
| 13.42%Best in row | 16.97% | 15.53% | |
| 1.40Best in row | 1.25 | 0.56 | |
| 1.99Best in row | 1.79 | 0.76 | |
| -27.10% | -23.50%Best in row | -23.13% | |
| +13.20% | +14.05%Best in row | +4.89% | |
| 0.76 | 1.04 | 0.96 | |
| 120.4% | 146.4%Best in row | 108.6% | |
| 55.7%Best in row | 86.7% | 91.0% | |
| 1.28% | 1.07%Best in row | 1.14% | |
| ₹1,181Cr | ₹1,685Cr | ₹1,134Cr | |
| Up to 1.00% | 1.00% | — | |
| ₹500 | ₹100 | — | |
| ₹5.00K | ₹126 | — | |
| 45% | 30% | 47% | |
| Kamal Gada | Dhruv Muchhal | — | |
| 02 Jan 2013 | 17 Aug 2023 | — | |
| 44 | 34 | — | |
| 42.6% | 63.4% | — | |
| 2.9% | 1.4% | — | |
2 rows carry the same value for every fund — show
- Benchmark
- Nifty 500
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — UTI - Healthcare Fund or HDFC Transportation and Logistics Fund?
Over the last 3 years, HDFC Transportation and Logistics Fund returned +27.65% CAGR against UTI - Healthcare Fund's +25.23%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — UTI - Healthcare Fund or HDFC Transportation and Logistics Fund?
HDFC Transportation and Logistics Fund has the lower expense ratio: UTI - Healthcare Fund charges 1.28% a year against HDFC Transportation and Logistics Fund's 1.07%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — UTI - Healthcare Fund or HDFC Transportation and Logistics Fund?
HDFC Transportation and Logistics Fund has shown higher volatility (+16.97% annualized vs UTI - Healthcare Fund's +13.42%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: UTI - Healthcare Fund -15.88% vs HDFC Transportation and Logistics Fund -23.50%.
Which fund manages more money — UTI - Healthcare Fund or HDFC Transportation and Logistics Fund?
HDFC Transportation and Logistics Fund is the larger fund: UTI - Healthcare Fund manages ₹1,181Cr against HDFC Transportation and Logistics Fund's ₹1,685Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are UTI - Healthcare Fund and HDFC Transportation and Logistics Fund in the same category?
Yes — both are Sectoral/ Thematic schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.