SBI Healthcare Opportunities Fund vs Quant Healthcare Fund Regular compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Quant Healthcare Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3933 Cr | ₹402 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 17 Jun 2023 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare TRI |
| Turn Over | 32% | % |
| Expense Ratio | 1.94 | 2.39 |
| Manager | Pradeep Kesavan | Sanjeev Sharma |
| ISIN Code | INF200K01446 | INF966L01CG3 |
| 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 | Quant Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.98% | -0.66% |
| 6 Month | 2.91% | 4.01% |
| 1 Year | 1.43% | -9.54% |
| 3 Year | 23.94% | - |
| 5 Year | 19.4% | - |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.87% | -0.73% |
| 1 Year | 5.21% | 3.08% |
| 3 Year | 20.82% | - |
| 5 Year | 19.5% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.65% | 11.19% |
| 3 Year | 17.81% | - |
| 5 Year | 12.99% | - |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.07% | - |
| Sharp | 1.18% | - |
| Beta | 0.84% | - |
| Alpha | 3.29% | - |
Fund Managers
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Sanjeev Sharma |
| Total AUM | ₹434274 Cr | ₹39731 Cr |
| Funds Managed | 43 | 22 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
Market Cap
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Others | 13.04 | 35.19 |
| Mid Cap | 27.23 | 12.16 |
| Small Cap | 34.17 | 39.53 |
| Large Cap | 25.56 | 13.12 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Quant Healthcare Fund Regular - Growth |
|---|---|---|
| Others | 3.64 | 21.05 |
| Basic Materials | 5.69 | - |
| Healthcare | 90.67 | 62.04 |
| Energy | - | 6.14 |
| Real Estate | - | 2.8 |
| Consumer Defensive | - | 7.97 |
| Financial Services | - | 0 |
Top Comparisons
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns17.49%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.2%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.5%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.25%
Franklin India Small Cap Fund-Growth
3Y Returns20.89%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns20.52%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.51%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.3%