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SBI Healthcare Opportunities Fund vs DSP Healthcare Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3963 Cr | ₹3190 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 | 0.48% | -0.16% |
| 6 Month | 10.15% | 9.69% |
| 1 Year | 3.03% | -2.96% |
| 3 Year | 25.91% | 24.15% |
| 5 Year | 20.32% | 18.08% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.71% | 3.79% |
| 1 Year | 8.35% | 4.27% |
| 3 Year | 24.24% | 21.21% |
| 5 Year | 21.01% | 18.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.04% | 26.14% |
| 3 Year | 17.71% | 20.91% |
| 5 Year | 12.85% | 26.64% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.91% | 14.57% |
| Sharp | 1.28% | 1.13% |
| Beta | 0.84% | 0.84% |
| Alpha | 4.16% | 2.80% |
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 | 12.03 | 14.85 |
| Mid Cap | 27.95 | 14.46 |
| Small Cap | 33.75 | 53.75 |
| Large Cap | 26.26 | 16.94 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.38 | 2.42 |
| Basic Materials | 5.96 | - |
| Healthcare | 91.66 | 96.12 |
| Financial Services | - | 1.46 |
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