SBI Healthcare Opportunities Fund vs DSP Healthcare Fund compare

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

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tortoise-icon DSP Healthcare Fund - Regular Plan - 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 DSP Healthcare Fund - Regular Plan - Growth
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3416 Cr ₹3138 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Dec 2004 30 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 18%
Expense Ratio 1.95 1.92
Manager Pradeep Kesavan Jay Kothari
ISIN Code INF200K01446 INF740KA1LD8
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 DSP Healthcare Fund - Regular Plan - Growth charges 0.5% 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 DSP Healthcare Fund - Regular Plan - Growth
1 Month 2.38% -0.6%
6 Month 20.53% 24.19%
1 Year 41.92% 39.82%
3 Year 23.9% 21.68%
5 Year 29.39% 30.65%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
6 Month - -
1 Year 35.46% 35.07%
3 Year 34.45% 33.82%
5 Year 27.66% 27.43%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
1 Year 14.51% 27.85%
3 Year 17.07% 20.38%
5 Year 12.42% 27.14%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation 14.02% 14.69%
Sharp 0.78% 0.76%
Beta 0.87% 0.93%
Alpha 3.06% 3.36%

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Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth
Name Pradeep Kesavan Jay Kothari
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 20
SBI Healthcare Opportunities Fund - Regular Plan -Growth DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 7.82 17.61
Small Cap 37.28 41.87
Mid Cap 24.84 18.45
Large Cap 30.06 22.07

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

DSP Healthcare Fund - Regular Plan - Growth

Others 7.82 17.61
Pharmaceuticals & Biotechnology 57.84 68.54
Healthcare Services 25.46 11.97
Chemicals & Petrochemicals 3.5 -
Healthcare Equipment & Supplies 5.38 -
Insurance - 1.47
Retailing - 0.41

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