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SBI Healthcare Opportunities Fund vs Mirae Asset Healthcare Fund compare

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tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

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tortoise-icon Mirae Asset Healthcare Fund -Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3933 Cr ₹2762 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2004 02 Jul 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 15%
Expense Ratio 1.94 1.92
Manager Pradeep Kesavan Vrijesh Kasera
ISIN Code INF200K01446 INF769K01EA2
Exits Load 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 Mirae Asset Healthcare Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
1 Month 2.52% 1.77%
6 Month 3.45% 5.49%
1 Year 2.53% 0.41%
3 Year 24.41% 20.42%
5 Year 19.99% 17.85%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
6 Month -0.66% 0.29%
1 Year 2.03% 4.53%
3 Year 20.08% 18.55%
5 Year 19.02% 16.52%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
1 Year 15.65% 20.38%
3 Year 17.81% 19.77%
5 Year 12.99% 23.61%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Standard Deviation 14.07% 16.44%
Sharp 1.18% 0.82%
Beta 0.84% 1.00%
Alpha 3.29% -2.05%

Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Name Pradeep Kesavan Vrijesh Kasera
Total AUM ₹434274 Cr ₹12061 Cr
Funds Managed 43 4
SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Mirae Asset Healthcare Fund -Regular Growth

Others 13.04 4.78
Mid Cap 27.23 36.93
Small Cap 34.17 25.92
Large Cap 25.56 32.37

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Mirae Asset Healthcare Fund -Regular Growth

Others 3.64 0.11
Basic Materials 5.69 1.38
Healthcare 90.67 98.51

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