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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) | ₹3933 Cr | ₹3074 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 | 3.32% | 0.96% |
| 6 Month | 4.54% | 5.85% |
| 1 Year | 3.22% | -3.54% |
| 3 Year | 24.14% | 21.65% |
| 5 Year | 20.09% | 17.68% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | 0.06% |
| 1 Year | 7.47% | 0.78% |
| 3 Year | 22.23% | 17.52% |
| 5 Year | 20.18% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.65% | 25.18% |
| 3 Year | 17.81% | 21.14% |
| 5 Year | 12.99% | 26.06% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.07% | 14.63% |
| Sharp | 1.18% | 0.98% |
| Beta | 0.84% | 0.84% |
| Alpha | 3.29% | 1.19% |
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 | 13.04 | 15.67 |
| Mid Cap | 27.23 | 14.23 |
| Small Cap | 34.17 | 53.38 |
| Large Cap | 25.56 | 16.72 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.64 | 2.73 |
| Basic Materials | 5.69 | - |
| Healthcare | 90.67 | 95.78 |
| Financial Services | - | 1.48 |
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