Tata India Pharma & Healthcare Fund vs SBI Healthcare Opportunities Fund compare

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tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

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tortoise-icon Tata India Pharma & Healthcare 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 SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Fund SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2760 Cr ₹949 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 28 Dec 2015
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare Nifty Pharma TRI
Turn Over 32% 26.49%
Expense Ratio 2 2.21
Manager Pradeep Kesavan Meeta Shetty
ISIN Code INF200K01446 INF277K016A9
Exits Load Exit load of 0.50% if redeemed within 15 days/365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Month 5.72% 7.23%
6 Month 15.48% 21.76%
1 Year 45.23% 52.93%
3 Year 20.72% 19.75%
5 Year 29.9% 28.8%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month - -
1 Year 15.2% 17.22%
3 Year 44.51% 42.6%
5 Year 82.64% 77.31%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 14.55% 6.62%
3 Year 17.1% 17.45%
5 Year 12.47% 14.18%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation 14.02% 14.23%
Sharp 0.78% 0.74%
Beta 0.87% 0.9%
Alpha 3.06% 2.85%

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Fund Managers

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Name Pradeep Kesavan Meeta Shetty
Total AUM ₹434274 Cr ₹17847 Cr
Fund Manage 43 5
SBI Healthcare Opportunities Fund - Regular Plan -Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 8.64 5.34
Mid Cap 29.49 39.68
Small Cap 27.81 16.33
Large Cap 34.06 38.65

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 3.46 3.05
Healthcare 92.23 93.35
Chemicals 4.31 1.31
Services - 2.29

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