SBI Healthcare Opportunities Fund vs Mirae Asset Healthcare Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Mirae Asset Healthcare Fund -Regular Growth
Chart Comparison
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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