DSP Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

Invest Now

tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
Fund ITI 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) ₹208 Cr ₹3138 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Nov 2021 30 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 18%
Expense Ratio 2.35 1.92
Manager Rohan Korde Jay Kothari
ISIN Code INF00XX01BL5 INF740KA1LD8
Exits Load ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 DSP Healthcare Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
1 Month 3.47% 1.08%
6 Month 20.7% 22.2%
1 Year 43.48% 41.82%
3 Year 20.61% 22.61%
5 Year - 30.68%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month - -
1 Year 37.03% 35.07%
3 Year 32% 33.82%
5 Year - 27.43%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
1 Year 20.74% 27.85%
3 Year 19.19% 20.38%
5 Year - 27.14%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation 14.52% 14.69%
Sharp - 0.76%
Beta - 0.93%
Alpha - 3.36%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth
Name Rohan Korde Jay Kothari
Total AUM ₹4626 Cr ₹0 Cr
Fund Manage 10 20
ITI Pharma and Healthcare Fund Regular - Growth DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 1.8 17.61
Large Cap 38.11 22.07
Mid Cap 26.43 18.45
Small Cap 33.66 41.87

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 1.8 17.61
Pharmaceuticals & Biotechnology 77 68.54
Healthcare Services 18.01 11.97
Chemicals & Petrochemicals 0.96 -
Fertilizers & Agrochemicals 1.03 -
Insurance 1.2 1.47
Retailing - 0.41

Top Comparisons

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.13%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns18.25%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.62%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns19.48%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns16.53%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns6.6%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns8.14%

Compare Now
Request call back
Add to Cart Successfully