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Tata India Pharma & Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare
ITI Pharma and Healthcare Fund Regular - Growth
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹217 Cr | ₹1208 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Nov 2021 | 28 Dec 2015 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | Nifty Pharma TRI |
| Turn Over | % | 26.49% |
| Expense Ratio | 2.35 | 2.14 |
| Manager | Rohan Korde | Meeta Shetty |
| ISIN Code | INF00XX01BL5 | INF277K016A9 |
| Exits Load | ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.32% | 2.49% |
| 6 Month | -4.43% | -1.68% |
| 1 Year | 16.47% | 13.65% |
| 3 Year | 23.74% | 24.87% |
| 5 Year | - | 21.5% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.62% | 4.16% |
| 1 Year | 4.08% | 3.59% |
| 3 Year | 22.73% | 23.77% |
| 5 Year | - | 19.49% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 20.48% | 9.47% |
| 3 Year | 18.71% | 18.04% |
| 5 Year | - | 14.89% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.667% | 16.538% |
| Sharp | 0.739% | 0.681% |
| Beta | 0.959% | 0.969% |
| Alpha | -1.413% | 0.018% |
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Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohan Korde | Meeta Shetty |
| Total AUM | ₹4626 Cr | ₹17847 Cr |
| Funds Managed | 10 | 5 |
| ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.57 | 5.06 |
| Mid Cap | 31.22 | 31.87 |
| Small Cap | 32.03 | 27.82 |
| Large Cap | 29.19 | 35.26 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.42 | 4.34 |
| Healthcare | 88.76 | 93.44 |
| Basic Materials | 2.08 | 2.22 |
| Industrials | 0.74 | - |
| Financial Services | 0 | - |
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