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SBI Healthcare Opportunities Fund vs ITI Pharma and Healthcare Fund Regular compare

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tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

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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 ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
Fund ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹217 Cr ₹3522 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Nov 2021 31 Dec 2004
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 32%
Expense Ratio 2.35 1.94
Manager Rohan Korde Pradeep Kesavan
ISIN Code INF00XX01BL5 INF200K01446
Exits Load ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Month 0.79% 0.93%
6 Month -2.85% 1.26%
1 Year 17.68% 20.47%
3 Year 21.12% 26.12%
5 Year - 24.43%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month 1.04% 2.05%
1 Year 2.51% 8.93%
3 Year 22.72% 27.42%
5 Year - 22.16%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 22.47% 15.04%
3 Year 18.57% 17.32%
5 Year - 12.58%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation 15.667% 14.597%
Sharp 0.739% 0.987%
Beta 0.959% 0.85%
Alpha -1.413% 4.505%

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Fund Managers

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
Name Rohan Korde Pradeep Kesavan
Total AUM ₹4626 Cr ₹434274 Cr
Funds Managed 10 43
ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 7.57 6.48
Mid Cap 31.22 28.02
Small Cap 32.03 37.63
Large Cap 29.19 27.87

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 8.42 1.8
Healthcare 88.76 91.34
Basic Materials 2.08 6.85
Industrials 0.74 -
Financial Services 0 -

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