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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) ₹4082 Cr ₹1125 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 -1.52% -1.65%
6 Month 2.04% 2.97%
1 Year -0.55% -1.2%
3 Year 23.44% 23.45%
5 Year 17.7% 15.98%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month -0.02% -0.69%
1 Year 4.24% 6.28%
3 Year 19.42% 20.06%
5 Year 18.98% 17.93%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 15.37% 11.65%
3 Year 18% 16.53%
5 Year 13.25% 14.78%

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 1.2% 1.08%
Beta 0.8% 0.89%
Alpha 4.66% 3.32%

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 8 1.88
Small Cap 33.32 40.4
Large Cap 39.15 32.67
Mid Cap 19.53 25.05

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 8 1.88
Pharmaceuticals & Biotechnology 64.15 75.29
Healthcare Services 21.4 22.4
Chemicals & Petrochemicals 2.58 -
Healthcare Equipment & Supplies 2.94 0.43
Retailing 0.93 -

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