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DSP Healthcare Fund vs SBI Healthcare Opportunities Fund compare

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tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

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tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3689 Cr ₹2961 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 1.59% 2%
6 Month 1.08% -3.66%
1 Year 17.15% 11.77%
3 Year 28.32% 25.42%
5 Year 23.97% 23.12%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month 6.71% 6.06%
1 Year 12.22% 3.78%
3 Year 28.08% 23.86%
5 Year 22.74% 19.91%

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 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 11.92 14.04
Mid Cap 27.87 14.86
Small Cap 32.74 53.54
Large Cap 27.47 17.56

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 3.92 0.97
Basic Materials 6.02 -
Healthcare 90.06 97.5
Financial Services - 1.53

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