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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) | ₹3522 Cr | ₹3198 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 | 2.77% | 5.06% |
| 6 Month | -0.16% | -6.64% |
| 1 Year | 19.31% | 16.42% |
| 3 Year | 29.09% | 26.26% |
| 5 Year | 24.17% | 23.34% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.7% | 2.44% |
| 1 Year | 10.02% | 0.1% |
| 3 Year | 27.29% | 22.92% |
| 5 Year | 22.22% | 19.31% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.53% | 26.81% |
| 3 Year | 17.55% | 20.65% |
| 5 Year | 12.71% | 27.26% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.597% | 15.905% |
| Sharp | 0.987% | 0.799% |
| Beta | 0.85% | 0.897% |
| Alpha | 4.505% | 2.271% |
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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 | 6.48 | 18.5 |
| Small Cap | 37.63 | 49.08 |
| Mid Cap | 28.02 | 13.9 |
| Large Cap | 27.87 | 18.51 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.8 | 1.47 |
| Basic Materials | 6.85 | - |
| Healthcare | 91.34 | 97.13 |
| Financial Services | - | 1.4 |
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