Mirae Asset Healthcare Fund vs SBI Healthcare Opportunities Fund compare

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tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

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tortoise-icon Mirae Asset Healthcare Fund -Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2760 Cr ₹2313 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 10 Jul 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 15%
Expense Ratio 2 1.97
Manager Pradeep Kesavan Vrijesh Kasera
ISIN Code INF200K01446 INF769K01EA2
Exits Load Exit load of 0.50% if redeemed within 15 days/365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
1 Month -2.14% -5.94%
6 Month 18.56% 18.18%
1 Year 42.71% 37.23%
3 Year 22.9% 16.84%
5 Year 28.22% 27.77%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
6 Month - -
1 Year 44.48% 36.68%
3 Year 35.88% 30.25%
5 Year 28.53% 25.59%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
1 Year 14.51% 23.48%
3 Year 17.07% 20.47%
5 Year 12.42% 23.92%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Standard Deviation 14.02% 14.65%
Sharp 0.78% 0.62%
Beta 0.87% 0.95%
Alpha 3.06% 0.72%

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Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth
Name Pradeep Kesavan Vrijesh Kasera
Total AUM ₹434274 Cr ₹12061 Cr
Fund Manage 43 4
SBI Healthcare Opportunities Fund - Regular Plan -Growth Mirae Asset Healthcare Fund -Regular Growth

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Mirae Asset Healthcare Fund -Regular Growth

Others 8.5 0.45
Small Cap 36.36 12.72
Mid Cap 25.23 40.25
Large Cap 29.91 46.58

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Mirae Asset Healthcare Fund -Regular Growth

Others 8.5 0.44
Pharmaceuticals & Biotechnology 58.42 -
Healthcare Services 24.75 -
Chemicals & Petrochemicals 3.9 -
Healthcare Equipment & Supplies 4.43 -
Healthcare - 97.47
Chemicals - 0.82
Financial - 1.26
Unclassified - 0.01

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