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) ₹2760 Cr ₹704 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 05 Jul 2019
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 31%
Expense Ratio 2 2.37
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01446 INF209KB1N91
Exits Load Exit load of 0.50% if redeemed within 15 days/365 Exit load of 1% if redeemed within 30 days./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% 5.81%
6 Month 15.48% 18.62%
1 Year 45.23% 52.25%
3 Year 20.72% 17.32%
5 Year 29.9% 25.87%

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 15.2% 17.07%
3 Year 44.51% 41.28%
5 Year 82.64% 69.6%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 26.36% 22.24%
3 Year 56.74% 45.6%
5 Year 84.57% 68.38%

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

Large Cap 34.06 41.66
Mid Cap 29.49 36.37
Others 8.64 3.28
Small Cap 27.81 18.68

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

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

Healthcare 92.23 93.86
Chemicals 4.31 0.99
Others 3.46 2.25
Insurance - 1.86
Services - 1.03

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