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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) | ₹4131 Cr | ₹3179 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 | -2.71% | -1.91% |
| 6 Month | -1.43% | 1.26% |
| 1 Year | -1.09% | -5.23% |
| 3 Year | 23.8% | 21.16% |
| 5 Year | 16.93% | 15.6% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.23% | -0.39% |
| 1 Year | 1.47% | 4.63% |
| 3 Year | 18.01% | 16.77% |
| 5 Year | 18.22% | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.37% | 24.28% |
| 3 Year | 18% | 21.38% |
| 5 Year | 13.25% | 25.75% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.02% | 14.59% |
| Sharp | 1.2% | 0.94% |
| Beta | 0.8% | 0.84% |
| Alpha | 4.66% | 0.30% |
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 | 13.88 | 16.7 |
| Mid Cap | 26.99 | 13.8 |
| Small Cap | 32.79 | 52.69 |
| Large Cap | 26.35 | 16.81 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.93 | 2.09 |
| Basic Materials | 6.39 | - |
| Healthcare | 89.67 | 96.38 |
| Financial Services | - | 1.53 |
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