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Tata India Pharma & Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
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) | ₹3522 Cr | ₹1208 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Dec 2004 | 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 | 1.94 | 2.14 |
| Manager | Pradeep Kesavan | Meeta Shetty |
| ISIN Code | INF200K01446 | INF277K016A9 |
| 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 | 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 | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.85% | -4.21% |
| 6 Month | -5.37% | -11.84% |
| 1 Year | 16.99% | 9.05% |
| 3 Year | 21.69% | 17.35% |
| 5 Year | 26.1% | 23.55% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -6.92% | -9.97% |
| 1 Year | 0.95% | -8.69% |
| 3 Year | 25.47% | 20.54% |
| 5 Year | 21.22% | 17.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.04% | 7.82% |
| 3 Year | 17.32% | 17.79% |
| 5 Year | 12.58% | 14.55% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.597% | 16.538% |
| Sharp | 0.987% | 0.681% |
| Beta | 0.85% | 0.969% |
| Alpha | 4.505% | 0.018% |
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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 | 6.48422 | 5.05855 |
| Small Cap | 37.62927 | 27.81853 |
| Mid Cap | 28.02008 | 31.86756 |
| Large Cap | 27.86644 | 35.25534 |
Sector Allocation
| Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.80446 | 4.33978 |
| Basic Materials | 6.85162 | 2.22397 |
| Healthcare | 91.34393 | 93.43623 |
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