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

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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 Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3416 Cr ₹882 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Dec 2004 10 Jul 2019
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 31%
Expense Ratio 1.95 2.28
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01446 INF209KB1N91
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 Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - 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 Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Month -4.14% -7.82%
6 Month 10.01% -2.54%
1 Year 29.31% 16.64%
3 Year 23.55% 17%
5 Year 27.76% 21.43%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month - -
1 Year 31.74% 23.4%
3 Year 34.88% 30.73%
5 Year 27.43% 23.3%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 14.51% 28.8%
3 Year 17.07% 15.16%
5 Year 12.42% 25.28%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation 14.02% 14.83%
Sharp 1.04% 0.61%
Beta 0.8% 0.96%
Alpha 5.51% 0.67%

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Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

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

Others 7.82 3.49
Small Cap 37.28 24.19
Mid Cap 24.84 37.39
Large Cap 30.06 34.94

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

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

Others 7.82 3.49
Pharmaceuticals & Biotechnology 57.84 77.84
Healthcare Services 25.46 16.2
Chemicals & Petrochemicals 3.5 0.79
Healthcare Equipment & Supplies 5.38 -
Insurance - 1.69

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