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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) | ₹3689 Cr | ₹1062 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 | 4.66% | 4.75% |
| 6 Month | -0.64% | -1.06% |
| 1 Year | 20.59% | 21.2% |
| 3 Year | 29.7% | 27.38% |
| 5 Year | 24.66% | 22.53% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.71% | 8.95% |
| 1 Year | 12.22% | 11.42% |
| 3 Year | 28.08% | 27.84% |
| 5 Year | 22.74% | 21.08% |
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 | 13.69% | 15.52% |
| Sharp | 1.49% | 1.21% |
| Beta | 0.84% | 0.95% |
| Alpha | 4.62% | 0.74% |
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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 |
| 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 | 11.92 | 4.51 |
| Mid Cap | 27.87 | 27.63 |
| Small Cap | 32.74 | 40.57 |
| Large Cap | 27.47 | 27.3 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.92 | 2.67 |
| Basic Materials | 6.02 | 0.99 |
| Healthcare | 90.06 | 96.34 |
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