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SBI Healthcare Opportunities Fund vs HDFC Pharma and Healthcare Fund compare

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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tortoise-icon SBI Healthcare Opportunities 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 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) ₹1568 Cr ₹3522 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 1.81% 0.93%
6 Month 1.77% 1.26%
1 Year 27.1% 20.47%
3 Year - 26.12%
5 Year - 24.43%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month 1.98% 2.05%
1 Year 10.32% 8.93%
3 Year - 27.42%
5 Year - 22.16%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 51.48% 15.04%
3 Year - 17.32%
5 Year - 12.58%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation - 14.597%
Sharp - 0.987%
Beta - 0.85%
Alpha - 4.505%

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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 4.17 6.48
Small Cap 34.62 37.63
Large Cap 35.28 27.87
Mid Cap 25.93 28.02

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 2.47 1.8
Basic Materials 2.04 6.85
Healthcare 95.49 91.34

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