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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) ₹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

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