DSP Healthcare Fund vs Tata India Pharma & Healthcare Fund compare
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1296 Cr | ₹3074 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Dec 2015 | 30 Nov 2018 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Pharma TRI | BSE Healthcare |
| Turn Over | 26.49% | 18% |
| Expense Ratio | 2.14 | 1.9 |
| Manager | Meeta Shetty | Jay Kothari |
| ISIN Code | INF277K016A9 | INF740KA1LD8 |
| Exits Load | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.83% | 0.84% |
| 6 Month | 5.01% | 4.88% |
| 1 Year | 3.45% | -0.5% |
| 3 Year | 22.91% | 23.5% |
| 5 Year | 18.19% | 17.88% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.91% | 0.19% |
| 1 Year | 8.63% | 1.02% |
| 3 Year | 21.01% | 18.41% |
| 5 Year | 18.6% | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.76% | 25.18% |
| 3 Year | 18.6% | 21.14% |
| 5 Year | 15.32% | 26.06% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.05% | 14.67% |
| Sharp | 0.90% | 1.01% |
| Beta | 0.98% | 0.84% |
| Alpha | -0.49% | 1.94% |
Fund Managers
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Name | Meeta Shetty | Jay Kothari |
| Total AUM | ₹17847 Cr | ₹0 Cr |
| Funds Managed | 5 | 20 |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.14 | 15.67 |
| Large Cap | 25.14 | 16.72 |
| Mid Cap | 37.44 | 14.23 |
| Small Cap | 33.28 | 53.38 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.72 | 2.73 |
| Healthcare | 94.07 | 95.78 |
| Basic Materials | 2.64 | - |
| Financial Services | 1.58 | 1.48 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns6.68%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.68%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.13%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.67%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns14.65%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns19.66%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.58%
Quant Quantamental Fund Regular - Growth
3Y Returns21.32%