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SBI Healthcare Opportunities Fund vs ITI Pharma and Healthcare Fund Regular compare
ITI Pharma and Healthcare Fund Regular - Growth
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
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) | ₹227 Cr | ₹3933 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 | 2.13% | 2.52% |
| 6 Month | 2.73% | 3.45% |
| 1 Year | -4.07% | 2.53% |
| 3 Year | 18.84% | 24.41% |
| 5 Year | - | 19.99% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -1.01% | -0.66% |
| 1 Year | -1.18% | 2.03% |
| 3 Year | 15.87% | 20.08% |
| 5 Year | - | 19.02% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 18.94% | 15.65% |
| 3 Year | 20.21% | 17.81% |
| 5 Year | - | 12.99% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 15.65% | 14.07% |
| Sharp | 0.78% | 1.18% |
| Beta | 0.95% | 0.84% |
| Alpha | -2.36% | 3.58% |
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 | 3.56 | 13.04 |
| Large Cap | 29.45 | 25.56 |
| Mid Cap | 37.33 | 27.23 |
| Small Cap | 29.66 | 34.17 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.52 | 3.64 |
| Healthcare | 91.78 | 90.67 |
| Basic Materials | 3.67 | 5.69 |
| Industrials | 1.86 | - |
| Financial Services | 1.17 | - |
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