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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) | ₹3933 Cr | ₹1119 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 | -0.11% | -0.81% |
| 6 Month | 10.11% | 15.13% |
| 1 Year | 3.27% | 1.31% |
| 3 Year | 25.4% | 24.52% |
| 5 Year | 18.81% | 17.1% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.59% | 2.86% |
| 1 Year | 7.27% | 11.35% |
| 3 Year | 22.6% | 24.03% |
| 5 Year | 20.29% | 19.58% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.65% | 11.94% |
| 3 Year | 17.81% | 16.4% |
| 5 Year | 12.99% | 14.62% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.07% | 15.78% |
| Sharp | 1.18% | 1.02% |
| Beta | 0.84% | 0.95% |
| Alpha | 3.58% | 1.53% |
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 | 13.76 | 3.78 |
| Mid Cap | 27.24 | 33.45 |
| Small Cap | 32.93 | 39.91 |
| Large Cap | 26.07 | 22.86 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.85 | 0.65 |
| Basic Materials | 5.79 | 1.12 |
| Healthcare | 90.36 | 98.23 |
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