Mirae Asset Healthcare Fund vs Tata India Pharma & Healthcare Fund compare
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Mirae Asset Healthcare Fund -Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Fund | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1309 Cr | ₹2908 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Dec 2015 | 02 Jul 2018 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Pharma TRI | BSE Healthcare |
| Turn Over | 26.49% | 15% |
| Expense Ratio | 2.14 | 1.92 |
| Manager | Meeta Shetty | Vrijesh Kasera |
| ISIN Code | INF277K016A9 | INF769K01EA2 |
| Exits Load | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| 1 Month | -0.45% | 0.47% |
| 6 Month | 12.94% | 13.12% |
| 1 Year | -2.07% | -0.8% |
| 3 Year | 23.71% | 22.09% |
| 5 Year | 18.55% | 18.31% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| 6 Month | 3.9% | 4.41% |
| 1 Year | 9.27% | 11.03% |
| 3 Year | 22.51% | 22.68% |
| 5 Year | 19.09% | 18.67% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| 1 Year | 10.55% | 21.43% |
| 3 Year | 18.34% | 19.12% |
| 5 Year | 15.18% | 23.9% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Standard Deviation | 15.94% | 16.36% |
| Sharp | 0.99% | 0.85% |
| Beta | 0.98% | 1.00% |
| Alpha | -0.12% | -2.28% |
Fund Managers
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Name | Meeta Shetty | Vrijesh Kasera |
| Total AUM | ₹17847 Cr | ₹12061 Cr |
| Funds Managed | 5 | 4 |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Mirae Asset Healthcare Fund -Regular Growth |
Market Cap
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Others | 8.59 | 4.85 |
| Large Cap | 27.92 | 31.78 |
| Mid Cap | 32.96 | 38.01 |
| Small Cap | 30.52 | 25.36 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Others | 6.22 | 0.37 |
| Basic Materials | 0.46 | 1.33 |
| Healthcare | 91.69 | 98.29 |
| Financial Services | 1.63 | - |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns14.93%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.76%
WhiteOak Capital Mid Cap Fund Regular Plan Growth
3Y Returns24.26%
Quant Mid Cap Fund-Growth
3Y Returns15.3%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.54%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns16.2%
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.94%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.09%