Mirae Asset Healthcare Fund vs SBI Healthcare Opportunities Fund compare

Mirae Asset Healthcare Fund vs SBI Healthcare Opportunities Fund compare

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SBI Healthcare Opportunities Fund - Regular Plan -Growth

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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)	₹3989 Cr	₹2812 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹99
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	-1.15%	-0.24%
6 Month	-2.88%	-1.4%
1 Year	-1.85%	0.19%
3 Year	23.51%	21.57%
5 Year	15.57%	14.57%

SIP Return Analysis

Scheme Name	SBI Healthcare Opportunities Fund - Regular Plan -Growth	Mirae Asset Healthcare Fund -Regular Growth
6 Month	-1.85%	-0.26%
1 Year	0.32%	6.23%
3 Year	16.06%	16.18%
5 Year	17.35%	15.64%

Rolling Lumpsum Returns

Scheme Name	SBI Healthcare Opportunities Fund - Regular Plan -Growth	Mirae Asset Healthcare Fund -Regular Growth
1 Year	15.04%	18.91%
3 Year	18.05%	20.51%
5 Year	13.38%	23.03%

Risk Management

Scheme Name	SBI Healthcare Opportunities Fund - Regular Plan -Growth	Mirae Asset Healthcare Fund -Regular Growth
Standard Deviation	14.02%	14.65%
Sharp	1.19%	0.95%
Beta	0.81%	0.94%
Alpha	3.86%	0.33%

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	14.91	5.93
Mid Cap	26.97	36.37
Small Cap	31.19	23.45
Large Cap	26.92	34.25

Sector Allocation

Scheme Name	SBI Healthcare Opportunities Fund - Regular Plan -Growth	Mirae Asset Healthcare Fund -Regular Growth
Others	4.18	0.55
Basic Materials	6.98	1.1
Healthcare	88.84	98.35

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