DSP Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3849 Cr | ₹3057 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Dec 2004 | 30 Nov 2018 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare | BSE Healthcare |
Turn Over | 32% | 18% |
Expense Ratio | 1.94 | 1.9 |
Manager | Pradeep Kesavan | Jay Kothari |
ISIN Code | INF200K01446 | INF740KA1LD8 |
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 | 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 | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.26% | 3.03% |
6 Month | 7.09% | 2.8% |
1 Year | 15.3% | 7.88% |
3 Year | 27.91% | 24.97% |
5 Year | 22.1% | 21.24% |
SIP Return Analysis
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.86% | 8.23% |
1 Year | 13.65% | 9% |
3 Year | 28.16% | 25.39% |
5 Year | 22.93% | 20.77% |
Rolling Lumpsum Returns
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.04% | 26.14% |
3 Year | 17.71% | 20.91% |
5 Year | 12.85% | 26.64% |
Risk Management
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.69% | 14.66% |
Sharp | 1.49% | 1.25% |
Beta | 0.84% | 0.85% |
Alpha | 4.62% | 2.27% |
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Fund Managers
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Jay Kothari |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 20 |
SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Others | 10.75 | 14.98 |
Mid Cap | 28.44 | 14.54 |
Small Cap | 33.49 | 53.24 |
Large Cap | 27.32 | 17.24 |
Sector Allocation
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Others | 3.02 | 1.68 |
Basic Materials | 5.74 | - |
Healthcare | 91.24 | 96.71 |
Financial Services | - | 1.61 |
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