- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Healthcare Opportunities Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Chart Comparison
Overview
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3522 Cr | ₹815 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 10 Jul 2019 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare |
| Turn Over | 32% | 31% |
| Expense Ratio | 1.94 | 2.27 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01446 | INF209KB1N91 |
| 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 | 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 | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Month | 3.97% | 4.81% |
| 6 Month | -1.44% | -7.7% |
| 1 Year | 20.37% | 14.05% |
| 3 Year | 22.5% | 16.95% |
| 5 Year | 25.09% | 19.77% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | 0.21% | -0.7% |
| 1 Year | 9.72% | 0.31% |
| 3 Year | 28.06% | 23% |
| 5 Year | 22.69% | 18.02% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 15.04% | 29.31% |
| 3 Year | 17.32% | 15.89% |
| 5 Year | 12.58% | 24.32% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Standard Deviation | 14.597% | 16.061% |
| Sharp | 0.987% | 0.719% |
| Beta | 0.85% | 0.98% |
| Alpha | 4.505% | -1.737% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Market Cap
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 6.48 | 6.75 |
| Small Cap | 37.63 | 21.39 |
| Mid Cap | 28.02 | 37.07 |
| Large Cap | 27.87 | 34.78 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.8 | 5.74 |
| Basic Materials | 6.85 | 0.8 |
| Healthcare | 91.34 | 93.46 |
Top Comparisons
Kotak Banking and PSU Debt - Growth
3Y Returns7.15%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns6.69%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns12.71%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
Invesco India Infrastructure Fund - Growth Option
3Y Returns22.61%
Quant Infrastructure Fund - Growth Option
3Y Returns15.95%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.17%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.25%
