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ITI Pharma and Healthcare Fund Regular vs Aditya Birla Sun Life Pharma and Healthcare Fund compare
ITI Pharma and Healthcare Fund Regular - Growth
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹217 Cr | ₹815 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Nov 2021 | 10 Jul 2019 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 31% |
| Expense Ratio | 2.35 | 2.27 |
| Manager | Rohan Korde | Dhaval Joshi |
| ISIN Code | INF00XX01BL5 | INF209KB1N91 |
| 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 | 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 | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Month | -7.34% | -6.22% |
| 6 Month | -6.6% | -9.76% |
| 1 Year | 9.8% | 4.83% |
| 3 Year | 17.76% | 17.17% |
| 5 Year | - | 19.37% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.25% | -3.97% |
| 3 Year | 21.16% | 20.75% |
| 5 Year | - | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 24.79% | 29.31% |
| 3 Year | 19.26% | 15.89% |
| 5 Year | - | 24.32% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Standard Deviation | 15.667% | 16.061% |
| Sharp | 0.739% | 0.719% |
| Beta | 0.959% | 0.98% |
| Alpha | -1.413% | -1.737% |
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Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Name | Rohan Korde | Dhaval Joshi |
| Total AUM | ₹4626 Cr | ₹361932 Cr |
| Fund Manage | 10 | 55 |
| ITI Pharma and Healthcare Fund Regular - Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.8 | 3.49 |
| Large Cap | 38.11 | 34.94 |
| Mid Cap | 26.43 | 37.39 |
| Small Cap | 33.66 | 24.19 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.8 | 3.49 |
| Pharmaceuticals & Biotechnology | 77 | 77.84 |
| Healthcare Services | 18.01 | 16.2 |
| Chemicals & Petrochemicals | 0.96 | 0.79 |
| Fertilizers & Agrochemicals | 1.03 | - |
| Insurance | 1.2 | 1.69 |
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