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) | ₹4131 Cr | ₹2812 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | -3.01% | -1.09% |
| 6 Month | -2.48% | -0.09% |
| 1 Year | -3.88% | -4.04% |
| 3 Year | 23.68% | 21.51% |
| 5 Year | 16.21% | 14.78% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| 6 Month | -2.3% | -0.91% |
| 1 Year | 0.58% | 5.14% |
| 3 Year | 17.1% | 16.68% |
| 5 Year | 17.95% | 16% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| 1 Year | 15.23% | 19.24% |
| 3 Year | 18.03% | 20.43% |
| 5 Year | 13.3% | 23.12% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Standard Deviation | 14.02% | 14.65% |
| Sharp | 1.2% | 0.88% |
| Beta | 0.8% | 0.95% |
| Alpha | 4.66% | -0.17% |
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 | 14.91 | 5.93 |
| Mid Cap | 26.97 | 36.37 |
| Small Cap | 31.19 | 23.45 |
| Large Cap | 26.92 | 34.25 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Mirae Asset Healthcare Fund -Regular Growth |
|---|---|---|
| Others | 4.18 | 0.55 |
| Basic Materials | 6.98 | 1.1 |
| Healthcare | 88.84 | 98.35 |
Top Comparisons
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.42%
LIC MF GILT FUND-Growth
3Y Returns5.82%
Kotak Large & Midcap Fund - Growth
3Y Returns19.33%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.44%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.42%
Axis Floater Fund - Regular Plan - Growth
3Y Returns7.99%
ICICI Prudential MidCap Fund - Growth
3Y Returns23.35%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns22.24%