Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI 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 ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
Fund ITI 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) ₹227 Cr ₹3074 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Nov 2021 30 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 18%
Expense Ratio 2.35 1.9
Manager Rohan Korde Jay Kothari
ISIN Code INF00XX01BL5 INF740KA1LD8
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 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 ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
1 Month 3.06% 1.51%
6 Month 4.04% 7.17%
1 Year -2.79% -2.79%
3 Year 18.71% 20.98%
5 Year - 17.92%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month 1.79% 0.06%
1 Year 4.26% 0.78%
3 Year 17.98% 17.52%
5 Year - 16.88%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
1 Year 18.94% 25.18%
3 Year 20.21% 21.14%
5 Year - 26.06%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation 15.64% 14.63%
Sharp 0.77% 0.98%
Beta 0.95% 0.84%
Alpha -2.74% 1.19%

Fund Managers

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
Name Rohan Korde Jay Kothari
Total AUM ₹4626 Cr ₹0 Cr
Funds Managed 10 20
ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 3.56 15.67
Large Cap 29.45 16.72
Mid Cap 37.33 14.23
Small Cap 29.66 53.38

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 1.52 2.73
Healthcare 91.78 95.78
Basic Materials 3.67 -
Industrials 1.86 -
Financial Services 1.17 1.48

Top Comparisons

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns15.7%

VS

Aditya Birla Sun Life Large Cap Fund-Growth Aditya Birla Sun Life Large Cap Fund-Growth

3Y Returns15.37%

Compare Now

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns19.02%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns25.63%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.18%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns16.58%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns17.42%

Compare Now
Add to Cart Successfully