Aditya Birla Sun Life Pharma and Healthcare Fund vs DSP Healthcare Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Invest Now

tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹882 Cr ₹3138 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Jul 2019 30 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 31% 18%
Expense Ratio 2.28 1.92
Manager Dhaval Joshi Jay Kothari
ISIN Code INF209KB1N91 INF740KA1LD8
Exits Load Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 DSP Healthcare Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
1 Month -0.38% 0.22%
6 Month 15.08% 26.71%
1 Year 37.74% 46.06%
3 Year 18.35% 22.55%
5 Year 23.99% 31.1%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month - -
1 Year 25.54% 42.42%
3 Year 29.64% 35.54%
5 Year 23% 28.39%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
1 Year 28.8% 27.85%
3 Year 15.16% 20.38%
5 Year 25.28% 27.14%

Risk Management

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation 14.83% 14.69%
Sharp 0.61% 0.76%
Beta 0.96% 0.93%
Alpha 0.67% 3.36%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Name Dhaval Joshi Jay Kothari
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 20
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 7.99 17.61
Large Cap 41.75 22.07
Mid Cap 31.34 18.45
Small Cap 18.91 41.87

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 7.99 17.61
Pharmaceuticals & Biotechnology 71.97 68.54
Healthcare Services 15.51 11.97
Chemicals & Petrochemicals 0.91 -
Insurance 3.61 1.47
Retailing - 0.41

Top Comparisons

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns18.21%

VS

Nippon India Nifty Bank Index Fund - Reg (G) Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns6.04%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns8.14%

Compare Now

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns18.21%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns18.03%

Compare Now

DSP Banking & Financial Services Fund - Reg (G) DSP Banking & Financial Services Fund - Reg (G)

3Y Returns0%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns15.11%

Compare Now
Request call back
Add to Cart Successfully