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SBI Healthcare Opportunities Fund vs ITI Pharma and Healthcare Fund Regular compare
ITI Pharma and Healthcare Fund Regular - Growth
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹217 Cr | ₹3522 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Nov 2021 | 31 Dec 2004 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 32% |
| Expense Ratio | 2.35 | 1.94 |
| Manager | Rohan Korde | Pradeep Kesavan |
| ISIN Code | INF00XX01BL5 | INF200K01446 |
| Exits Load | ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 2.09% | 3.74% |
| 6 Month | -10.69% | -3.67% |
| 1 Year | 9.85% | 19.45% |
| 3 Year | 16.07% | 22.15% |
| 5 Year | - | 24.97% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -5.17% | -2.63% |
| 1 Year | -4.59% | 3.67% |
| 3 Year | 20.38% | 26.16% |
| 5 Year | - | 21.4% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 22.47% | 15.04% |
| 3 Year | 18.57% | 17.32% |
| 5 Year | - | 12.58% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 15.667% | 14.597% |
| Sharp | 0.739% | 0.987% |
| Beta | 0.959% | 0.85% |
| Alpha | -1.413% | 4.505% |
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Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Name | Rohan Korde | Pradeep Kesavan |
| Total AUM | ₹4626 Cr | ₹434274 Cr |
| Funds Managed | 10 | 43 |
| ITI Pharma and Healthcare Fund Regular - Growth | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 7.57 | 6.48 |
| Mid Cap | 31.22 | 28.02 |
| Small Cap | 32.03 | 37.63 |
| Large Cap | 29.19 | 27.87 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 8.42 | 1.8 |
| Healthcare | 88.76 | 91.34 |
| Basic Materials | 2.08 | 6.85 |
| Industrials | 0.74 | - |
| Financial Services | 0 | - |
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