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UTI Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
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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