SBI Healthcare Opportunities Fund vs HDFC Pharma and Healthcare Fund compare

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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tortoise-icon SBI Healthcare Opportunities 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 HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Fund HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹828 Cr ₹2760 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Oct 2023 14 Jul 1999
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over % 32%
Expense Ratio 2.29 2
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179KC1HL7 INF200K01446
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Month -2.06% -1.6%
6 Month 25.69% 19.21%
1 Year 50.6% 43.49%
3 Year - 23.08%
5 Year - 28.32%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month - -
1 Year 51.55% 44.48%
3 Year - 35.88%
5 Year - 28.53%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 62.28% 14.51%
3 Year - 17.07%
5 Year - 12.42%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation - 14.02%
Sharp - 0.78%
Beta - 0.87%
Alpha - 3.06%

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Fund Managers

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Fund Manage 40 43
HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth

Market Cap

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 1.98 8.5
Small Cap 33.12 36.36
Large Cap 32.5 29.91
Mid Cap 32.4 25.23

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 1.98 8.5
Pharmaceuticals & Biotechnology 74.71 58.42
Healthcare Services 22.28 24.75
Retailing 1.03 -
Chemicals & Petrochemicals - 3.9
Healthcare Equipment & Supplies - 4.43

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