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)	₹4131 Cr	₹2821 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	-3.05%	-2.01%
6 Month	-0.2%	0.99%
1 Year	-1.96%	-1.15%
3 Year	23.46%	20.87%
5 Year	16.6%	15.1%

SIP Return Analysis

Scheme Name	SBI Healthcare Opportunities Fund - Regular Plan -Growth	Mirae Asset Healthcare Fund -Regular Growth
6 Month	-2.23%	-1.69%
1 Year	1.47%	4.52%
3 Year	18.01%	17.13%
5 Year	18.22%	15.99%

Rolling Lumpsum Returns

Scheme Name	SBI Healthcare Opportunities Fund - Regular Plan -Growth	Mirae Asset Healthcare Fund -Regular Growth
1 Year	15.37%	19.37%
3 Year	18%	20.37%
5 Year	13.25%	23.23%

Risk Management

Scheme Name	SBI Healthcare Opportunities Fund - Regular Plan -Growth	Mirae Asset Healthcare Fund -Regular Growth
Standard Deviation	14.02%	16.44%
Sharp	1.2%	0.83%
Beta	0.8%	1.00%
Alpha	4.66%	-2.24%

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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