- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mirae Asset Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Mirae Asset Healthcare Fund -Regular Growth
Chart Comparison
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 | ₹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 | -1.89% | -0.24% |
| 6 Month | -1.73% | 0.68% |
| 1 Year | -3.64% | -3.65% |
| 3 Year | 24.07% | 22.05% |
| 5 Year | 16.39% | 14.98% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| 6 Month | -2.3% | -0.91% |
| 1 Year | 0.58% | 5.14% |
| 3 Year | 17.1% | 16.68% |
| 5 Year | 17.95% | 16% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| 1 Year | 15.23% | 19.24% |
| 3 Year | 18.03% | 20.43% |
| 5 Year | 13.3% | 23.12% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Standard Deviation | 14.02% | 14.65% |
| Sharp | 1.2% | 0.88% |
| Beta | 0.8% | 0.95% |
| Alpha | 4.66% | -0.17% |
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 |
Top Comparisons
Bandhan Small Cap Fund Regular Growth
3Y Returns29.99%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns24.44%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.38%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns6.88%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.03%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.05%
Kotak Debt Hybrid - Growth
3Y Returns10.14%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.08%
