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Tata India Pharma & Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4082 Cr | ₹1325 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 28 Dec 2015 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | Nifty Pharma TRI |
| Turn Over | 32% | 26.49% |
| Expense Ratio | 1.94 | 2.14 |
| Manager | Pradeep Kesavan | Meeta Shetty |
| ISIN Code | INF200K01446 | INF277K016A9 |
| 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 | 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 | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.23% | -1.09% |
| 6 Month | 3.08% | 4.62% |
| 1 Year | -0.09% | -0.24% |
| 3 Year | 23.42% | 21.35% |
| 5 Year | 17.78% | 16.18% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.08% | 1.07% |
| 1 Year | 7.72% | 8.31% |
| 3 Year | 20.98% | 19.12% |
| 5 Year | 19.83% | 17.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.37% | 8.63% |
| 3 Year | 18% | 18.84% |
| 5 Year | 13.25% | 15.73% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.02% | 16.04% |
| Sharp | 1.23% | 0.90% |
| Beta | 0.8% | 0.97% |
| Alpha | 5.73% | -0.83% |
Fund Managers
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Meeta Shetty |
| Total AUM | ₹434274 Cr | ₹17847 Cr |
| Funds Managed | 43 | 5 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8 | 3.86 |
| Small Cap | 33.32 | 34.36 |
| Large Cap | 39.15 | 22.93 |
| Mid Cap | 19.53 | 38.84 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8 | 1.5 |
| Pharmaceuticals & Biotechnology | 64.15 | - |
| Healthcare Services | 21.4 | - |
| Chemicals & Petrochemicals | 2.58 | - |
| Healthcare Equipment & Supplies | 2.94 | - |
| Retailing | 0.93 | - |
| Healthcare | - | 96.33 |
| Basic Materials | - | 2.17 |
| Financial Services | - | 0 |
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