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
| 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) | ₹3416 Cr | ₹882 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 | 1.95 | 2.28 |
| 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 |
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Month | -2.81% | -2.27% |
| 6 Month | 12.5% | 5.56% |
| 1 Year | 29.95% | 23.22% |
| 3 Year | 21.2% | 16.05% |
| 5 Year | 27.69% | 22.4% |
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.79% | 14.51% |
| 3 Year | 32.26% | 27.05% |
| 5 Year | 25.99% | 21.23% |
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 14.51% | 28.8% |
| 3 Year | 17.07% | 15.16% |
| 5 Year | 12.42% | 25.28% |
| 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 | 1.04% | 0.61% |
| Beta | 0.8% | 0.96% |
| Alpha | 5.51% | 0.67% |
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| 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 |
| Fund Manage | 43 | 55 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 7.82 | 7.99 |
| Small Cap | 37.28 | 18.91 |
| Mid Cap | 24.84 | 31.34 |
| Large Cap | 30.06 | 41.75 |
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 7.82 | 7.99 |
| Pharmaceuticals & Biotechnology | 57.84 | 71.97 |
| Healthcare Services | 25.46 | 15.51 |
| Chemicals & Petrochemicals | 3.5 | 0.91 |
| Healthcare Equipment & Supplies | 5.38 | - |
| Insurance | - | 3.61 |
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