Aditya Birla Sun Life Pharma and Healthcare Fund vs DSP Healthcare Fund compare

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tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

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tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹704 Cr ₹2480 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Jul 2019 05 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 31% 18%
Expense Ratio 2.37 2
Manager Dhaval Joshi Jay Kothari
ISIN Code INF209KB1N91 INF740KA1LD8
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 1 month./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
1 Month -5.93% -2.09%
6 Month 13.79% 22.9%
1 Year 36.46% 46.75%
3 Year 17.17% 21.24%
5 Year 23.36% 30.37%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month - -
1 Year 29.37% 48.39%
3 Year 29.76% 36.12%
5 Year 23.28% 29.09%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
1 Year 28.8% 27.85%
3 Year 15.16% 20.38%
5 Year 25.28% 27.14%

Risk Management

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation 14.83% 14.69%
Sharp 0.61% 0.76%
Beta 0.96% 0.93%
Alpha 0.67% 3.36%

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Fund Managers

Scheme Name Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth
Name Dhaval Joshi Jay Kothari
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 20
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 7.99 14.72
Large Cap 41.75 27.29
Mid Cap 31.34 24
Small Cap 18.91 33.99

Sector Allocation

Scheme Name

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 7.99 1.25
Pharmaceuticals & Biotechnology 71.97 -
Healthcare Services 15.51 -
Chemicals & Petrochemicals 0.91 -
Insurance 3.61 1.61
Healthcare - 96.26
Financial - 0.88

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