SBI Healthcare Opportunities Fund vs UTI Healthcare Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3522 Cr | ₹1150 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2004 | 30 Jul 2005 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare | BSE Healthcare |
Turn Over | 32% | 28% |
Expense Ratio | 1.94 | 2.22 |
Manager | Pradeep Kesavan | Kamal Gada |
ISIN Code | INF200K01446 | INF789F01695 |
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 | UTI Healthcare Fund - Growth charges 1.0% 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 | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.18% | 2.74% |
6 Month | -1.8% | -2.63% |
1 Year | 17.3% | 18.63% |
3 Year | 28.86% | 26.98% |
5 Year | 23.38% | 21.52% |
SIP Return Analysis
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.95% | 3.26% |
1 Year | 3.56% | 4.25% |
3 Year | 25.17% | 25.77% |
5 Year | 21.25% | 20% |
Rolling Lumpsum Returns
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.53% | 11.86% |
3 Year | 17.55% | 16.19% |
5 Year | 12.71% | 14.42% |
Risk Management
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.597% | 16.371% |
Sharp | 0.987% | 0.731% |
Beta | 0.85% | 0.958% |
Alpha | 4.505% | 0.84% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Kamal Gada |
Total AUM | ₹434274 Cr | ₹870 Cr |
Funds Managed | 43 | 1 |
SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.48 | 1.35 |
Small Cap | 37.63 | 43.53 |
Mid Cap | 28.02 | 26.26 |
Large Cap | 27.87 | 28.87 |
Sector Allocation
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.8 | 0.45 |
Basic Materials | 6.85 | 1.33 |
Healthcare | 91.34 | 98.22 |
Top Comparisons
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns22.56%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns19.64%
LIC MF Equity Hybrid Fund-Growth
3Y Returns17.16%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.94%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.31%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns27.82%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns32.36%