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) ₹2760 Cr ₹704 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 05 Jul 2019
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 31%
Expense Ratio 2 2.37
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01446 INF209KB1N91
Exits Load Exit load of 0.50% if redeemed within 15 days/365 Exit load of 1% if redeemed within 30 days./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 -2.14% -6.55%
6 Month 18.56% 13.04%
1 Year 42.71% 35.56%
3 Year 22.9% 16.95%
5 Year 28.22% 23.23%

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 44.48% 29.37%
3 Year 35.88% 29.76%
5 Year 28.53% 23.28%

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 0.78% 0.61%
Beta 0.87% 0.96%
Alpha 3.06% 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 8.5 7.99
Small Cap 36.36 18.91
Mid Cap 25.23 31.34
Large Cap 29.91 41.75

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

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

Others 8.5 7.99
Pharmaceuticals & Biotechnology 58.42 71.97
Healthcare Services 24.75 15.51
Chemicals & Petrochemicals 3.9 0.91
Healthcare Equipment & Supplies 4.43 -
Insurance - 3.61

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