SBI Healthcare Opportunities Fund vs Quant Healthcare Fund Regular compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Quant Healthcare Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
---|---|---|
Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3522 Cr | ₹402 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Dec 2004 | 17 Jun 2023 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare | BSE Healthcare TRI |
Turn Over | 32% | % |
Expense Ratio | 1.94 | 2.39 |
Manager | Pradeep Kesavan | Sanjeev Sharma |
ISIN Code | INF200K01446 | INF966L01CG3 |
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 | Quant Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
---|---|---|
1 Month | 6.96% | 7.75% |
6 Month | -2.35% | -18.16% |
1 Year | 19.83% | 7.44% |
3 Year | 22.87% | - |
5 Year | 29.3% | - |
SIP Return Analysis
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
---|---|---|
6 Month | -1.91% | -9.79% |
1 Year | 10.16% | -15.94% |
3 Year | 28.36% | - |
5 Year | 22.98% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
---|---|---|
1 Year | 15.04% | 55.41% |
3 Year | 17.32% | - |
5 Year | 12.58% | - |
Risk Management
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.597% | - |
Sharp | 0.987% | - |
Beta | 0.85% | - |
Alpha | 4.505% | - |
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Fund Managers
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
---|---|---|
Name | Pradeep Kesavan | Sanjeev Sharma |
Total AUM | ₹434274 Cr | ₹39731 Cr |
Funds Managed | 43 | 22 |
SBI Healthcare Opportunities Fund - Regular Plan -Growth | Quant Healthcare Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Quant Healthcare Fund Regular - Growth |
---|---|---|
Others | 6.48 | 3.06 |
Small Cap | 37.63 | 52.32 |
Mid Cap | 28.02 | 13.75 |
Large Cap | 27.87 | 30.87 |
Sector Allocation
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Quant Healthcare Fund Regular - Growth |
---|---|---|
Others | 1.8 | 3.06 |
Basic Materials | 6.85 | - |
Healthcare | 91.34 | 79.02 |
Energy | - | 6.71 |
Technology | - | 5.45 |
Consumer Defensive | - | 5.77 |
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