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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) | ₹233 Cr | ₹4131 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 | -2.51% | -1.98% |
| 6 Month | -0.39% | 1.8% |
| 1 Year | -8.43% | -1.39% |
| 3 Year | 18.97% | 23.97% |
| 5 Year | - | 16.81% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -3.88% | -2.98% |
| 1 Year | -3.89% | 0.04% |
| 3 Year | 13.18% | 17.53% |
| 5 Year | - | 18.19% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 18.94% | 15.23% |
| 3 Year | 20.21% | 18.03% |
| 5 Year | - | 13.3% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 15.68% | 14.02% |
| Sharp | 0.75% | 1.2% |
| Beta | 0.95% | 0.8% |
| Alpha | -3.33% | 4.66% |
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 | 4.69 | 14.91 |
| Large Cap | 31.32 | 26.92 |
| Mid Cap | 36.99 | 26.97 |
| Small Cap | 27.01 | 31.19 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 2.72 | 4.18 |
| Healthcare | 92.93 | 88.84 |
| Industrials | 0.97 | - |
| Financial Services | 1.26 | - |
| Basic Materials | 2.12 | 6.98 |
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