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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 Risk | Very High Risk |
| 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 | -5.72% | -6.22% |
| 6 Month | -0.88% | -9.76% |
| 1 Year | 13% | 4.83% |
| 3 Year | 22.64% | 17.17% |
| 5 Year | 24.09% | 19.37% |
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 Year | 13.96% | -3.24% |
| 3 Year | 28.69% | 20.74% |
| 5 Year | 23.74% | 17.42% |
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 | 13.843% | 16.061% |
| Sharp | 1.165% | 0.719% |
| Beta | 0.847% | 0.98% |
| Alpha | 4.607% | -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 |
| Fund Manage | 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 | 7.82 | 3.49 |
| Small Cap | 37.28 | 24.19 |
| Mid Cap | 24.84 | 37.39 |
| Large Cap | 30.06 | 34.94 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 7.82 | 3.49 |
| Pharmaceuticals & Biotechnology | 57.84 | 77.84 |
| Healthcare Services | 25.46 | 16.2 |
| Chemicals & Petrochemicals | 3.5 | 0.79 |
| Healthcare Equipment & Supplies | 5.38 | - |
| Insurance | - | 1.69 |
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