Tata India Pharma & Healthcare Fund vs DSP Healthcare Fund compare
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1325 Cr | ₹3144 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Dec 2015 | 30 Nov 2018 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Pharma TRI | BSE Healthcare |
| Turn Over | 26.49% | 18% |
| Expense Ratio | 2.14 | 1.9 |
| Manager | Meeta Shetty | Jay Kothari |
| ISIN Code | INF277K016A9 | INF740KA1LD8 |
| Exits Load | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | DSP Healthcare Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.46% | -0.92% |
| 6 Month | 1.52% | 2.12% |
| 1 Year | -0.19% | -5.16% |
| 3 Year | 21.93% | 21.01% |
| 5 Year | 15.94% | 16.21% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.22% | -0.39% |
| 1 Year | 4.63% | 4.63% |
| 3 Year | 17.22% | 16.77% |
| 5 Year | 16.69% | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.63% | 24.28% |
| 3 Year | 18.84% | 21.38% |
| 5 Year | 15.73% | 25.75% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 14.59% |
| Sharp | 0.91% | 0.94% |
| Beta | 0.98% | 0.84% |
| Alpha | -1.01% | 0.30% |
Fund Managers
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Name | Meeta Shetty | Jay Kothari |
| Total AUM | ₹17847 Cr | ₹0 Cr |
| Funds Managed | 5 | 20 |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.86 | 16.7 |
| Mid Cap | 38.84 | 13.8 |
| Small Cap | 34.36 | 52.69 |
| Large Cap | 22.93 | 16.81 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.5 | 2.09 |
| Healthcare | 96.33 | 96.38 |
| Basic Materials | 2.17 | - |
| Financial Services | 0 | 1.53 |
Top Comparisons
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.87%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.91%
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.93%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Quant Value Fund Regular - Growth
3Y Returns18.25%