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) | ₹1339 Cr | ₹3179 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 | -0.97% | -0.18% |
| 6 Month | 2.81% | 3.91% |
| 1 Year | -1.88% | -3.18% |
| 3 Year | 21.85% | 21.13% |
| 5 Year | 15.02% | 15.56% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.36% | -1.11% |
| 1 Year | 1.94% | 2.35% |
| 3 Year | 16.49% | 16.04% |
| 5 Year | 16.5% | 16.58% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.33% | 24.12% |
| 3 Year | 18.87% | 21.31% |
| 5 Year | 15.74% | 25.63% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 14.59% |
| Sharp | 0.91% | 0.94% |
| Beta | 0.98% | 0.84% |
| Alpha | -1.01% | 0.30% |
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 | 6.27 | 20.45 |
| Mid Cap | 39.01 | 14.41 |
| Small Cap | 35.21 | 47.66 |
| Large Cap | 19.5 | 17.47 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.02 | 2.94 |
| Healthcare | 90.83 | 95.57 |
| Basic Materials | 4.14 | - |
| Financial Services | - | 1.5 |
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