HDFC Pharma and Healthcare Fund vs SBI Healthcare Opportunities Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Fund | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1568 Cr | ₹3522 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 04 Oct 2023 | 31 Dec 2004 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare Index | BSE Healthcare |
Turn Over | % | 32% |
Expense Ratio | 2.14 | 1.94 |
Manager | Dhruv Muchhal | Pradeep Kesavan |
ISIN Code | INF179KC1HL7 | INF200K01446 |
Exits Load | HDFC Pharma and Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
1 Month | 9.29% | 7.52% |
6 Month | -1.32% | -2.02% |
1 Year | 29.56% | 19.98% |
3 Year | - | 23.23% |
5 Year | - | 30.44% |
SIP Return Analysis
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
6 Month | -2.02% | -1.91% |
1 Year | 14.51% | 10.16% |
3 Year | - | 28.36% |
5 Year | - | 22.98% |
Rolling Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
1 Year | 51.48% | 15.04% |
3 Year | - | 17.32% |
5 Year | - | 12.58% |
Risk Management
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | - | 14.597% |
Sharp | - | 0.987% |
Beta | - | 0.85% |
Alpha | - | 4.505% |
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Fund Managers
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Name | Dhruv Muchhal | Pradeep Kesavan |
Total AUM | ₹520687 Cr | ₹434274 Cr |
Funds Managed | 40 | 43 |
HDFC Pharma and Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Others | 4.17 | 6.48 |
Small Cap | 34.62 | 37.63 |
Large Cap | 35.28 | 27.87 |
Mid Cap | 25.93 | 28.02 |
Sector Allocation
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Others | 2.47 | 1.8 |
Basic Materials | 2.04 | 6.85 |
Healthcare | 95.49 | 91.34 |
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