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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) | ₹4027 Cr | ₹1339 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 | -0.81% | 1.89% |
| 6 Month | 9.31% | 11.29% |
| 1 Year | 11.57% | 5.19% |
| 3 Year | 26.71% | 23.57% |
| 5 Year | 20.22% | 18.85% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.36% | 5.89% |
| 1 Year | 7.57% | 8.92% |
| 3 Year | 25.09% | 23.85% |
| 5 Year | 21.31% | 19.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.04% | 10.55% |
| 3 Year | 17.71% | 18.34% |
| 5 Year | 12.85% | 15.18% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.57% | 15.78% |
| Sharp | 1.42% | 1.05% |
| Beta | 0.84% | 0.99% |
| Alpha | 4.50% | -0.95% |
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 | 12.03 | 8.59 |
| Mid Cap | 27.95 | 32.96 |
| Small Cap | 33.75 | 30.52 |
| Large Cap | 26.26 | 27.92 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.38 | 6.22 |
| Basic Materials | 5.96 | 0.46 |
| Healthcare | 91.66 | 91.69 |
| Financial Services | - | 1.63 |
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