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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) | ₹1786 Cr | ₹3849 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 | 6.12% | 2.74% |
| 6 Month | 13.16% | 8.1% |
| 1 Year | 23.76% | 16.84% |
| 3 Year | - | 28.21% |
| 5 Year | - | 23.15% |
SIP Return Analysis
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 10.88% | 6.86% |
| 1 Year | 22.46% | 13.65% |
| 3 Year | - | 28.16% |
| 5 Year | - | 22.93% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 34.78% | 15.53% |
| 3 Year | - | 17.55% |
| 5 Year | - | 12.71% |
Risk Management
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 13.69% |
| Sharp | - | 1.49% |
| Beta | - | 0.84% |
| Alpha | - | 4.62% |
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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 | 6.79 | 10.75 |
| Large Cap | 32.43 | 27.32 |
| Mid Cap | 25.43 | 28.44 |
| Small Cap | 35.35 | 33.49 |
Sector Allocation
| Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 3.18 | 3.02 |
| Basic Materials | 2.04 | 5.74 |
| Healthcare | 94.78 | 91.24 |
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