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) ₹3416 Cr ₹1187 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 1.95 2.25
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 -5.16% -7.38%
6 Month 4.7% -0.73%
1 Year 19.27% 19.28%
3 Year 22.52% 18.65%
5 Year 25.54% 23.79%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.09% 19.26%
3 Year 32.45% 29.96%
5 Year 25.71% 23.11%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 15.04% 11.43%
3 Year 17.32% 16.02%
5 Year 12.58% 14.18%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.02% 14.3%
Sharp 1.04% 0.62%
Beta 0.8% 0.94%
Alpha 5.51% 0.78%

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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
Fund Manage 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 7.82 1.53
Small Cap 37.28 39.04
Mid Cap 24.84 26.59
Large Cap 30.06 32.81

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 7.82 1.53
Pharmaceuticals & Biotechnology 57.84 75.33
Healthcare Services 25.46 21.22
Chemicals & Petrochemicals 3.5 -
Healthcare Equipment & Supplies 5.38 0.85
Insurance - 1.04

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