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) | ₹4027 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 | -0.81% | -0.4% |
6 Month | 9.31% | 6.31% |
1 Year | 11.57% | 6.37% |
3 Year | 26.71% | 24.21% |
5 Year | 20.22% | 19.51% |
SIP Return Analysis
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.36% | 5.01% |
1 Year | 7.57% | 3.32% |
3 Year | 25.09% | 22.35% |
5 Year | 21.31% | 19.16% |
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 | 13.57% | 14.38% |
Sharp | 1.42% | 1.18% |
Beta | 0.84% | 0.84% |
Alpha | 4.50% | 2.18% |
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 |
Top Comparisons
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.35%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.98%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.88%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.58%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns20.61%
360 ONE Focused Fund Regular-Growth
3Y Returns15.72%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns16.48%