Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Pharma and Healthcare Fund Regular vs SBI Healthcare Opportunities Fund compare

Link copied to clipboard!

tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

Invest Now

tortoise-icon SBI Healthcare Opportunities 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 SBI Healthcare Opportunities Fund - Regular Plan -Growth
Fund ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹217 Cr ₹3522 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Nov 2021 31 Dec 2004
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 32%
Expense Ratio 2.35 1.94
Manager Rohan Korde Pradeep Kesavan
ISIN Code INF00XX01BL5 INF200K01446
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 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 ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Month 7.5% 6.96%
6 Month -7.98% -2.35%
1 Year 15.63% 19.83%
3 Year 18% 22.87%
5 Year - 29.3%

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month -6.22% -1.91%
1 Year 0.97% 10.16%
3 Year 22.66% 28.36%
5 Year - 22.98%

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 22.47% 15.04%
3 Year 18.57% 17.32%
5 Year - 12.58%

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation 15.667% 14.597%
Sharp 0.739% 0.987%
Beta 0.959% 0.85%
Alpha -1.413% 4.505%

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 SBI Healthcare Opportunities Fund - Regular Plan -Growth
Name Rohan Korde Pradeep Kesavan
Total AUM ₹4626 Cr ₹434274 Cr
Funds Managed 10 43
ITI Pharma and Healthcare Fund Regular - Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 7.57 6.48
Mid Cap 31.22 28.02
Small Cap 32.03 37.63
Large Cap 29.19 27.87

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 8.42 1.8
Healthcare 88.76 91.34
Basic Materials 2.08 6.85
Industrials 0.74 -
Financial Services 0 -

Top Comparisons

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns16.01%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns11.14%

Compare Now

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns6.33%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns6.56%

Compare Now

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns5.9%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns6.16%

Compare Now

PGIM India Hybrid Equity Fund - Growth Option PGIM India Hybrid Equity Fund - Growth Option

3Y Returns9.88%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns10.35%

Compare Now
Add to Cart Successfully