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 8.61% 5.72%
6 Month 25.31% 15.48%
1 Year - 45.23%
3 Year - 20.72%
5 Year - 29.9%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month - -
1 Year 12.24% 15.2%
3 Year 12.24% 44.51%
5 Year 12.24% 82.64%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 12.72% 26.36%
3 Year 12.72% 56.74%
5 Year 12.72% 84.57%

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 8.64
Small Cap 33.12 27.81
Large Cap 32.5 34.06
Mid Cap 32.4 29.49

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 1.98 3.46
Pharmaceuticals & Biotechnology 74.71 -
Healthcare Services 22.28 -
Retailing 1.03 -
Healthcare - 92.23
Chemicals - 4.31

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