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ITI Pharma and Healthcare Fund Regular vs SBI Healthcare Opportunities Fund compare
ITI Pharma and Healthcare Fund Regular - Growth
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 | -7.34% | -5.72% |
| 6 Month | -6.6% | -0.88% |
| 1 Year | 9.8% | 13% |
| 3 Year | 17.76% | 22.64% |
| 5 Year | - | 24.09% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.71% | 13.96% |
| 3 Year | 20.99% | 28.69% |
| 5 Year | - | 23.74% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 24.79% | 15.04% |
| 3 Year | 19.26% | 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% | 13.843% |
| Sharp | 0.739% | 1.165% |
| Beta | 0.959% | 0.847% |
| Alpha | -1.413% | 4.607% |
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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 |
| Fund Manage | 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 | 1.8 | 7.82 |
| Large Cap | 38.11 | 30.06 |
| Mid Cap | 26.43 | 24.84 |
| Small Cap | 33.66 | 37.28 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.8 | 7.82 |
| Pharmaceuticals & Biotechnology | 77 | 57.84 |
| Healthcare Services | 18.01 | 25.46 |
| Chemicals & Petrochemicals | 0.96 | 3.5 |
| Fertilizers & Agrochemicals | 1.03 | - |
| Insurance | 1.2 | - |
| Healthcare Equipment & Supplies | - | 5.38 |
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