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 | 7.52% | 7.34% |
6 Month | -2.02% | -9.57% |
1 Year | 19.98% | 11.15% |
3 Year | 23.23% | 17.49% |
5 Year | 30.44% | 24.9% |
SIP Return Analysis
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
---|---|---|
6 Month | -1.91% | -4.4% |
1 Year | 10.16% | -0.75% |
3 Year | 28.36% | 22.76% |
5 Year | 22.98% | 18.06% |
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% |
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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 |
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