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Aditya Birla Sun Life Pharma and Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Chart Comparison
Overview
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Fund | SBI Healthcare Opportunities Fund - Regular Plan -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) | ₹4131 Cr | ₹854 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 10 Jul 2019 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare |
| Turn Over | 32% | 31% |
| Expense Ratio | 1.94 | 2.27 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01446 | INF209KB1N91 |
| Exits Load | SBI Healthcare Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 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 | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Month | -0.21% | 1.58% |
| 6 Month | -2.02% | 1.35% |
| 1 Year | -1.94% | -1.54% |
| 3 Year | 24.61% | 22.46% |
| 5 Year | 16.23% | 13.4% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | -1.7% | -0.18% |
| 1 Year | 1.31% | 5.47% |
| 3 Year | 17.14% | 15.37% |
| 5 Year | 17.86% | 15.02% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 15.09% | 21.33% |
| 3 Year | 18.05% | 17.29% |
| 5 Year | 13.37% | 19.87% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Standard Deviation | 14.02% | 14.83% |
| Sharp | 1.2% | 0.9% |
| Beta | 0.8% | 0.93% |
| Alpha | 4.66% | 0.11% |
Fund Managers
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Market Cap
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 8.19 | 2.33 |
| Small Cap | 32.42 | 29.59 |
| Large Cap | 39.72 | 42.82 |
| Mid Cap | 19.67 | 25.28 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 8.19 | 2.33 |
| Pharmaceuticals & Biotechnology | 65.14 | 75.12 |
| Healthcare Services | 19.9 | 20.24 |
| Chemicals & Petrochemicals | 2.97 | 0.87 |
| Healthcare Equipment & Supplies | 2.82 | - |
| Retailing | 0.98 | - |
| Insurance | - | 1.46 |
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