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Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
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) | ₹837 Cr | ₹3114 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 | 2.27 | 1.9 |
| 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 | -0.56% | -1.53% |
| 6 Month | -2.4% | -4.29% |
| 1 Year | 0.86% | -4.95% |
| 3 Year | 21.2% | 20.42% |
| 5 Year | 12.74% | 14.48% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.56% | -2.58% |
| 1 Year | 0.95% | -0.46% |
| 3 Year | 13.47% | 13.42% |
| 5 Year | 14.2% | 15.21% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.3% | 23.86% |
| 3 Year | 17.29% | 21.31% |
| 5 Year | 19.88% | 25.5% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.81% | 14.48% |
| Sharp | 0.90% | 0.97% |
| Beta | 0.96% | 0.84% |
| Alpha | -1.42% | 0.24% |
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 |
| Funds Managed | 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 | 3.13 | 20.83 |
| Mid Cap | 39.73 | 14.31 |
| Small Cap | 29.39 | 47.69 |
| Large Cap | 27.75 | 17.17 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.19 | 1.83 |
| Healthcare | 97.91 | 96.65 |
| Basic Materials | 0.9 | - |
| Financial Services | - | 1.52 |
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