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Aditya Birla Sun Life Pharma and Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare

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tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

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

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Chart Comparison

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

Overview

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Fund ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹217 Cr ₹815 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Nov 2021 10 Jul 2019
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 31%
Expense Ratio 2.35 2.27
Manager Rohan Korde Dhaval Joshi
ISIN Code INF00XX01BL5 INF209KB1N91
Exits Load ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Month 4.34% 3.61%
6 Month -8.53% -7.02%
1 Year 17.24% 12.28%
3 Year 19.69% 19.48%
5 Year - 18.88%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month -2.82% -1.92%
1 Year -4.36% -5.75%
3 Year 20.29% 20.12%
5 Year - 16.28%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 22.47% 29.31%
3 Year 18.57% 15.89%
5 Year - 24.32%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation 15.667% 16.061%
Sharp 0.739% 0.719%
Beta 0.959% 0.98%
Alpha -1.413% -1.737%

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Fund Managers

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Name Rohan Korde Dhaval Joshi
Total AUM ₹4626 Cr ₹361932 Cr
Funds Managed 10 55
ITI Pharma and Healthcare Fund Regular - Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

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

Others 7.57 6.75
Mid Cap 31.22 37.07
Small Cap 32.03 21.39
Large Cap 29.19 34.78

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

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

Others 8.42 5.74
Healthcare 88.76 93.46
Basic Materials 2.08 0.8
Industrials 0.74 -
Financial Services 0 -

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