Mirae Asset Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Mirae Asset Healthcare Fund -Regular Growth
Chart Comparison
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) | ₹3522 Cr | ₹2652 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2004 | 02 Jul 2018 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare | BSE Healthcare |
Turn Over | 32% | 15% |
Expense Ratio | 1.94 | 1.92 |
Manager | Pradeep Kesavan | Vrijesh Kasera |
ISIN Code | INF200K01446 | INF769K01EA2 |
Exits Load | 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 | Mirae Asset Healthcare Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
---|---|---|
1 Month | 6.34% | 7.34% |
6 Month | -0.55% | -6.4% |
1 Year | 23.99% | 20.28% |
3 Year | 23.62% | 18.07% |
5 Year | 31.12% | 29.63% |
SIP Return Analysis
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
---|---|---|
6 Month | 1.21% | -0.51% |
1 Year | 15.62% | 8.7% |
3 Year | 29.77% | 25.08% |
5 Year | 23.76% | 20.34% |
Rolling Lumpsum Returns
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
---|---|---|
1 Year | 15.04% | 24.74% |
3 Year | 17.32% | 19.07% |
5 Year | 12.58% | 24.52% |
Risk Management
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Mirae Asset Healthcare Fund -Regular Growth |
---|---|---|
Standard Deviation | 14.597% | 16.629% |
Sharp | 0.987% | 0.604% |
Beta | 0.85% | 0.974% |
Alpha | 4.505% | -1.264% |
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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 |
Funds Managed | 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 | 6.48 | 2.93 |
Small Cap | 37.63 | 23.32 |
Mid Cap | 28.02 | 39.03 |
Large Cap | 27.87 | 34.72 |
Sector Allocation
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Mirae Asset Healthcare Fund -Regular Growth |
---|---|---|
Others | 1.8 | 0.17 |
Basic Materials | 6.85 | 0.74 |
Healthcare | 91.34 | 98.36 |
Industrials | - | 0.73 |
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