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ITI Pharma and Healthcare Fund Regular vs Aditya Birla Sun Life Pharma and Healthcare Fund compare
ITI Pharma and Healthcare Fund Regular - Growth
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹221 Cr | ₹814 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Nov 2021 | 10 Jul 2019 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 31% |
| Expense Ratio | 2.35 | 2.27 |
| Manager | Rohan Korde | Dhaval Joshi |
| ISIN Code | INF00XX01BL5 | INF209KB1N91 |
| Exits Load | ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Month | 4.81% | 3.96% |
| 6 Month | -4.66% | -3.4% |
| 1 Year | 15.38% | 12.44% |
| 3 Year | 24.28% | 23.72% |
| 5 Year | - | 19.9% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | 5.42% | 5.03% |
| 1 Year | 3.19% | 2.34% |
| 3 Year | 22.52% | 22.37% |
| 5 Year | - | 17.81% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 20.48% | 27.28% |
| 3 Year | 18.71% | 16.45% |
| 5 Year | - | 23.91% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Standard Deviation | 15.61% | 15.99% |
| Sharp | 0.93% | 0.90% |
| Beta | 0.94% | 0.96% |
| Alpha | -0.87% | -1.30% |
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Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Name | Rohan Korde | Dhaval Joshi |
| Total AUM | ₹4626 Cr | ₹361932 Cr |
| Funds Managed | 10 | 55 |
| ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.38 | 2.06 |
| Mid Cap | 34.93 | 44.19 |
| Small Cap | 33.22 | 24.87 |
| Large Cap | 30.47 | 28.87 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 0.29 | 2.06 |
| Healthcare | 95.15 | 97.05 |
| Basic Materials | 3.63 | 0.88 |
| Industrials | 0.93 | - |
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