HDFC Pharma and Healthcare Fund vs SBI Healthcare Opportunities Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Fund | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1786 Cr | ₹3849 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 04 Oct 2023 | 31 Dec 2004 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare Index | BSE Healthcare |
Turn Over | % | 32% |
Expense Ratio | 2.14 | 1.94 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179KC1HL7 | INF200K01446 |
Exits Load | HDFC Pharma and Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
1 Month | 5.23% | 2.26% |
6 Month | 11.49% | 7.09% |
1 Year | 20.74% | 15.3% |
3 Year | - | 27.91% |
5 Year | - | 22.1% |
SIP Return Analysis
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
6 Month | 10.88% | 6.86% |
1 Year | 22.46% | 13.65% |
3 Year | - | 28.16% |
5 Year | - | 22.93% |
Rolling Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
1 Year | 29.56% | 16.04% |
3 Year | - | 17.71% |
5 Year | - | 12.85% |
Risk Management
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | - | 13.69% |
Sharp | - | 1.49% |
Beta | - | 0.84% |
Alpha | - | 4.62% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Name | Dhruv Muchhal | Pradeep Kesavan |
Total AUM | ₹520687 Cr | ₹434274 Cr |
Funds Managed | 40 | 43 |
HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Others | 6.79 | 10.75 |
Large Cap | 32.43 | 27.32 |
Mid Cap | 25.43 | 28.44 |
Small Cap | 35.35 | 33.49 |
Sector Allocation
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Others | 3.18 | 3.02 |
Basic Materials | 2.04 | 5.74 |
Healthcare | 94.78 | 91.24 |
Top Comparisons
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns24.41%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.84%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.01%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns12.36%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns16.14%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns16.14%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.89%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.9%