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Mirae Asset 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 Mirae Asset Healthcare Fund -Regular 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 Mirae Asset Healthcare Fund -Regular Growth
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3963 Cr ₹2908 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2004 02 Jul 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 15%
Expense Ratio 1.94 1.92
Manager Pradeep Kesavan Vrijesh Kasera
ISIN Code INF200K01446 INF769K01EA2
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 Mirae Asset Healthcare Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
1 Month 0.31% 0.44%
6 Month 9.12% 11.93%
1 Year 3.31% -0.51%
3 Year 26.15% 22.66%
5 Year 19.86% 17.75%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
6 Month 2.71% 4.41%
1 Year 8.35% 11.03%
3 Year 24.24% 22.68%
5 Year 21.01% 18.67%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
1 Year 16.04% 21.43%
3 Year 17.71% 19.12%
5 Year 12.85% 23.9%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Standard Deviation 13.91% 16.36%
Sharp 1.28% 0.85%
Beta 0.84% 1.00%
Alpha 4.16% -2.28%

Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Name Pradeep Kesavan Vrijesh Kasera
Total AUM ₹434274 Cr ₹12061 Cr
Funds Managed 43 4
SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Mirae Asset Healthcare Fund -Regular Growth

Others 13.76 4.95
Mid Cap 27.24 37.95
Small Cap 32.93 24.72
Large Cap 26.07 32.38

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Mirae Asset Healthcare Fund -Regular Growth

Others 3.85 0.41
Basic Materials 5.79 1.31
Healthcare 90.36 98.27

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