SBI Healthcare Opportunities Fund vs UTI Healthcare Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3416 Cr | ₹1187 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | BSE Healthcare |
| Turn Over | 32% | 28% |
| Expense Ratio | 1.95 | 2.25 |
| Manager | Pradeep Kesavan | Kamal Gada |
| ISIN Code | INF200K01446 | INF789F01695 |
| 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 | UTI Healthcare Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.92% | 2.73% |
| 6 Month | 18.22% | 20.98% |
| 1 Year | 43% | 44.4% |
| 3 Year | 24.89% | 21.78% |
| 5 Year | 29.13% | 27.63% |
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.46% | 38.25% |
| 3 Year | 34.45% | 34.13% |
| 5 Year | 27.66% | 26.17% |
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.51% | 10.93% |
| 3 Year | 17.07% | 15.88% |
| 5 Year | 12.42% | 14.02% |
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.02% | 14.3% |
| Sharp | 0.78% | 0.62% |
| Beta | 0.87% | 0.94% |
| Alpha | 3.06% | 0.78% |
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| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Kamal Gada |
| Total AUM | ₹434274 Cr | ₹870 Cr |
| Fund Manage | 43 | 1 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.82 | 1.53 |
| Small Cap | 37.28 | 39.04 |
| Mid Cap | 24.84 | 26.59 |
| Large Cap | 30.06 | 32.81 |
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.82 | 1.53 |
| Pharmaceuticals & Biotechnology | 57.84 | 75.33 |
| Healthcare Services | 25.46 | 21.22 |
| Chemicals & Petrochemicals | 3.5 | - |
| Healthcare Equipment & Supplies | 5.38 | 0.85 |
| Insurance | - | 1.04 |
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