- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 4.34% | 4.19% |
| 6 Month | -8.53% | -6.12% |
| 1 Year | 17.24% | 15.92% |
| 3 Year | 19.69% | 21.38% |
| 5 Year | - | 21.42% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -2.82% | -1.75% |
| 1 Year | -4.36% | -3.54% |
| 3 Year | 20.29% | 21.88% |
| 5 Year | - | 18.35% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 22.47% | 7.82% |
| 3 Year | 18.57% | 17.79% |
| 5 Year | - | 14.55% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | - |
Top Comparisons
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns26.94%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns26.52%
ICICI Prudential Smallcap Fund - Growth
3Y Returns17.51%
Bandhan Small Cap Fund Regular Growth
3Y Returns27.3%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns7.99%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.23%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns23.39%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns21.79%
