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SBI Healthcare Opportunities Fund vs Tata India Pharma & Healthcare Fund compare

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tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

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tortoise-icon Tata India Pharma & Healthcare Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3522 Cr ₹1208 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 2.06% 2.48%
6 Month 0.59% -3.08%
1 Year 21.24% 16.58%
3 Year 23.79% 20.32%
5 Year 24.67% 22.02%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month 1.62% 0.81%
1 Year 11.28% 3.58%
3 Year 28.62% 24.72%
5 Year 22.89% 20.05%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 15.04% 7.82%
3 Year 17.32% 17.79%
5 Year 12.58% 14.55%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation 14.597% 16.538%
Sharp 0.987% 0.681%
Beta 0.85% 0.969%
Alpha 4.505% 0.018%

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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 6.48 5.06
Small Cap 37.63 27.82
Mid Cap 28.02 31.87
Large Cap 27.87 35.26

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 1.8 4.34
Basic Materials 6.85 2.22
Healthcare 91.34 93.44

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