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SBI Healthcare Opportunities Fund vs HDFC Pharma and Healthcare Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Fund | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1909 Cr | ₹3963 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 04 Oct 2023 | 31 Dec 2004 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare Index | BSE Healthcare |
| Turn Over | % | 32% |
| Expense Ratio | 2.14 | 1.94 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KC1HL7 | INF200K01446 |
| Exits Load | HDFC Pharma and Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.64% | 0.49% |
| 6 Month | 15.19% | 10.17% |
| 1 Year | 7.36% | 3.11% |
| 3 Year | - | 26.25% |
| 5 Year | - | 19.97% |
SIP Return Analysis
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 5.23% | 2.71% |
| 1 Year | 15.8% | 8.35% |
| 3 Year | - | 24.24% |
| 5 Year | - | 21.01% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 29.56% | 16.04% |
| 3 Year | - | 17.71% |
| 5 Year | - | 12.85% |
Risk Management
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 13.91% |
| Sharp | - | 1.28% |
| Beta | - | 0.84% |
| Alpha | - | 4.16% |
Fund Managers
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 8.17 | 13.76 |
| Mid Cap | 27.19 | 27.24 |
| Small Cap | 35.64 | 32.93 |
| Large Cap | 29 | 26.07 |
Sector Allocation
| Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.1 | 3.85 |
| Basic Materials | 2.44 | 5.79 |
| Healthcare | 96.46 | 90.36 |
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