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SBI Healthcare Opportunities Fund vs DSP Healthcare Fund compare

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

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tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

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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 2.06% -0.57%
6 Month 0.59% -7.67%
1 Year 21.24% 14.19%
3 Year 23.79% 19.75%
5 Year 24.67% 23.89%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month 1.62% -2.19%
1 Year 11.28% 1.75%
3 Year 28.62% 24.74%
5 Year 22.89% 20.39%

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%

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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

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