- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
DSP Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3522 Cr | ₹3198 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Dec 2004 | 30 Nov 2018 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare |
| Turn Over | 32% | 18% |
| Expense Ratio | 1.94 | 1.9 |
| Manager | Pradeep Kesavan | Jay Kothari |
| ISIN Code | INF200K01446 | INF740KA1LD8 |
| 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 | 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 | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.96% | 3.59% |
| 6 Month | -2.35% | -8.24% |
| 1 Year | 19.83% | 14.12% |
| 3 Year | 22.87% | 20.01% |
| 5 Year | 29.3% | 29.4% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.91% | -7.45% |
| 1 Year | 10.16% | 0.01% |
| 3 Year | 28.36% | 24.16% |
| 5 Year | 22.98% | 20.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.04% | 28.82% |
| 3 Year | 17.32% | 20.72% |
| 5 Year | 12.58% | 27.72% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.597% | 15.905% |
| Sharp | 0.987% | 0.799% |
| Beta | 0.85% | 0.897% |
| Alpha | 4.505% | 2.271% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Jay Kothari |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 20 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | DSP Healthcare Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.48 | 18.5 |
| Small Cap | 37.63 | 49.08 |
| Mid Cap | 28.02 | 13.9 |
| Large Cap | 27.87 | 18.51 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.8 | 1.47 |
| Basic Materials | 6.85 | - |
| Healthcare | 91.34 | 97.13 |
| Financial Services | - | 1.4 |
Top Comparisons
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns24.08%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns22.49%
ICICI Prudential US Bluechip Equity Fund - Growth
3Y Returns8.15%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns6.9%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns24.08%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns14.83%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns12.95%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns15.17%
