SBI Healthcare Opportunities Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare

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

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tortoise-icon Aditya Birla Sun Life Pharma and 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 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) ₹3416 Cr ₹882 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 1.95 2.28
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 2.92% 3.66%
6 Month 18.22% 12.97%
1 Year 43% 37.7%
3 Year 24.89% 19.27%
5 Year 29.13% 24.11%

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 35.46% 24.92%
3 Year 34.45% 29.85%
5 Year 27.66% 23.18%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 14.51% 28.8%
3 Year 17.07% 15.16%
5 Year 12.42% 25.28%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation 14.02% 14.83%
Sharp 0.78% 0.61%
Beta 0.87% 0.96%
Alpha 3.06% 0.67%

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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 7.99
Small Cap 37.28 18.91
Mid Cap 24.84 31.34
Large Cap 30.06 41.75

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Others 7.82 7.99
Pharmaceuticals & Biotechnology 57.84 71.97
Healthcare Services 25.46 15.51
Chemicals & Petrochemicals 3.5 0.91
Healthcare Equipment & Supplies 5.38 -
Insurance - 3.61

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