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) | ₹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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