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SBI Healthcare Opportunities Fund vs Tata India Pharma & Healthcare Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3933 Cr | ₹1296 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 28 Dec 2015 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | Nifty Pharma TRI |
| Turn Over | 32% | 26.49% |
| Expense Ratio | 1.94 | 2.14 |
| Manager | Pradeep Kesavan | Meeta Shetty |
| ISIN Code | INF200K01446 | INF277K016A9 |
| 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 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.11% | -0.41% |
| 6 Month | 10.11% | 12.12% |
| 1 Year | 3.27% | -0.98% |
| 3 Year | 25.4% | 22.55% |
| 5 Year | 18.81% | 17.28% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.59% | 2.29% |
| 1 Year | 7.27% | 8.59% |
| 3 Year | 22.6% | 20.85% |
| 5 Year | 20.29% | 18.29% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.65% | 9.76% |
| 3 Year | 17.81% | 18.6% |
| 5 Year | 12.99% | 15.32% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.07% | 16.05% |
| Sharp | 1.18% | 0.90% |
| Beta | 0.84% | 0.98% |
| Alpha | 3.58% | -0.49% |
Fund Managers
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Meeta Shetty |
| Total AUM | ₹434274 Cr | ₹17847 Cr |
| Funds Managed | 43 | 5 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 13.76 | 4.61 |
| Mid Cap | 27.24 | 35.03 |
| Small Cap | 32.93 | 31.95 |
| Large Cap | 26.07 | 28.41 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.85 | 2.56 |
| Basic Materials | 5.79 | 1.44 |
| Healthcare | 90.36 | 94.45 |
| Financial Services | - | 1.56 |
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