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UTI Healthcare Fund vs SBI Healthcare Opportunities Fund compare

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tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

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tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3522 Cr ₹1150 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2004 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 28%
Expense Ratio 1.94 2.22
Manager Pradeep Kesavan Kamal Gada
ISIN Code INF200K01446 INF789F01695
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 UTI Healthcare Fund - Growth charges 1.0% 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 UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 0.93% 2.04%
6 Month 1.26% -1.41%
1 Year 20.47% 21.08%
3 Year 26.12% 23.08%
5 Year 24.43% 21.96%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month 2.05% 1.04%
1 Year 8.93% 3.35%
3 Year 27.42% 25.6%
5 Year 22.16% 19.62%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 15.04% 11.43%
3 Year 17.32% 16.02%
5 Year 12.58% 14.18%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.597% 16.371%
Sharp 0.987% 0.731%
Beta 0.85% 0.958%
Alpha 4.505% 0.84%

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Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Kamal Gada
Total AUM ₹434274 Cr ₹870 Cr
Funds Managed 43 1
SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 6.48 1.35
Small Cap 37.63 43.53
Mid Cap 28.02 26.26
Large Cap 27.87 28.87

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 1.8 0.45
Basic Materials 6.85 1.33
Healthcare 91.34 98.22

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