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) | ₹1310 Cr | ₹3114 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 | -5.54% | -5.21% |
| 6 Month | -7.72% | -7.05% |
| 1 Year | -0.62% | -7.25% |
| 3 Year | 20.38% | 19.16% |
| 5 Year | 13.9% | 14.12% |
SIP Return Analysis
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.87% | -4.06% |
| 1 Year | -8.62% | -4.64% |
| 3 Year | 11.19% | 12.22% |
| 5 Year | 13.84% | 14.7% |
Rolling Lumpsum Returns
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.74% | 23.57% |
| 3 Year | 18.94% | 21.31% |
| 5 Year | 15.54% | 25.45% |
Risk Management
| Scheme Name | Tata India Pharma & Healthcare Fund-Regular Plan-Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.23% | 14.69% |
| Sharp | 0.98% | 1.02% |
| Beta | 0.92% | 0.79% |
| Alpha | 1.32% | 2.24% |
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 | 2.84 | 20.83 |
| Mid Cap | 40.02 | 14.31 |
| Small Cap | 37.23 | 47.69 |
| Large Cap | 19.92 | 17.17 |
Sector Allocation
| Scheme Name |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.31 | 1.83 |
| Healthcare | 95 | 96.65 |
| Basic Materials | 3.68 | - |
| Financial Services | - | 1.52 |
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