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Tata India Pharma & Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare
ITI Pharma and Healthcare Fund Regular - Growth
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High |
| Asset Size (Cr) | ₹217 Cr | ₹1208 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Nov 2021 | 28 Dec 2015 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | Nifty Pharma TRI |
| Turn Over | % | 26.49% |
| Expense Ratio | 2.35 | 2.14 |
| Manager | Rohan Korde | Meeta Shetty |
| ISIN Code | INF00XX01BL5 | INF277K016A9 |
| 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 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -7.34% | -7.82% |
| 6 Month | -6.6% | -8.67% |
| 1 Year | 9.8% | 8.93% |
| 3 Year | 17.76% | 18.99% |
| 5 Year | - | 22.08% |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.71% | 1.05% |
| 3 Year | 20.99% | 22.81% |
| 5 Year | - | 19.82% |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 24.79% | 7.82% |
| 3 Year | 19.26% | 17.79% |
| 5 Year | - | 14.55% |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.667% | 15.471% |
| Sharp | 0.739% | 0.874% |
| Beta | 0.959% | 0.953% |
| Alpha | -1.413% | 0.602% |
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Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohan Korde | Meeta Shetty |
| Total AUM | ₹4626 Cr | ₹17847 Cr |
| Fund Manage | 10 | 5 |
| ITI Pharma and Healthcare Fund Regular - Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.8 | 5.39 |
| Large Cap | 38.11 | 40.33 |
| Mid Cap | 26.43 | 30.82 |
| Small Cap | 33.66 | 23.46 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.8 | 5.39 |
| Pharmaceuticals & Biotechnology | 77 | 76.28 |
| Healthcare Services | 18.01 | 14.31 |
| Chemicals & Petrochemicals | 0.96 | 0.39 |
| Fertilizers & Agrochemicals | 1.03 | 0.83 |
| Insurance | 1.2 | 2.14 |
| Retailing | - | 0.66 |
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