Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Healthcare Opportunities Fund vs DSP Healthcare Fund compare

Link copied to clipboard!

tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

Invest Now

tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3522 Cr ₹3198 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2004 30 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 18%
Expense Ratio 1.94 1.9
Manager Pradeep Kesavan Jay Kothari
ISIN Code INF200K01446 INF740KA1LD8
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 DSP Healthcare Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
1 Month 3.31% 1.38%
6 Month 0.75% -9.03%
1 Year 20.05% 11.8%
3 Year 27.07% 22.53%
5 Year 24.82% 23.62%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month -0.34% -5.46%
1 Year 5.21% -8.32%
3 Year 26.47% 20.63%
5 Year 21.59% 18.01%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
1 Year 15.04% 28.82%
3 Year 17.32% 20.72%
5 Year 12.58% 27.72%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation 14.597% 15.905%
Sharp 0.987% 0.799%
Beta 0.85% 0.897%
Alpha 4.505% 2.271%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
Name Pradeep Kesavan Jay Kothari
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 20
SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 6.48 18.5
Small Cap 37.63 49.08
Mid Cap 28.02 13.9
Large Cap 27.87 18.51

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 1.8 1.47
Basic Materials 6.85 -
Healthcare 91.34 97.13
Financial Services - 1.4

Top Comparisons

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.19%

VS

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.7%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns19.61%

VS

Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns18.35%

Compare Now

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.72%

VS

Parag Parikh Arbitrage Fund Regular - Growth Parag Parikh Arbitrage Fund Regular - Growth

3Y Returns0%

Compare Now

Franklin India Bluechip Fund-Growth Franklin India Bluechip Fund-Growth

3Y Returns16.89%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now
Add to Cart Successfully