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SBI Healthcare Opportunities Fund vs UTI Healthcare Fund compare

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

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tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

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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 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 ₹1097 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 0.98% -0.33%
6 Month 2.91% 7.73%
1 Year 1.43% 0.2%
3 Year 23.94% 23%
5 Year 19.4% 17.35%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 0.87% 0.49%
1 Year 5.21% 7.35%
3 Year 20.82% 21.57%
5 Year 19.5% 18.44%

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% 1.03%
Beta 0.84% 0.95%
Alpha 3.29% 1.30%

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 13.04 4.96
Mid Cap 27.23 34.42
Small Cap 34.17 39.6
Large Cap 25.56 21.02

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 3.64 1.88
Basic Materials 5.69 1.08
Healthcare 90.67 97.05

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