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) | ₹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% |
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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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