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UTI Healthcare Fund vs SBI Healthcare Opportunities Fund compare
SBI Healthcare Opportunities Fund - Regular Plan -Growth
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| 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 Risk | Very High Risk |
| Asset Size (Cr) | ₹3522 Cr | ₹1150 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 | 1.94 | 2.22 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.72% | -7.16% |
| 6 Month | -0.88% | -5.65% |
| 1 Year | 13% | 13.85% |
| 3 Year | 22.64% | 19.5% |
| 5 Year | 24.09% | 22.94% |
SIP Return Analysis
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.85% | 4.07% |
| 3 Year | 26.1% | 24.34% |
| 5 Year | 22.49% | 20.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.04% | 11.43% |
| 3 Year | 17.32% | 16.02% |
| 5 Year | 12.58% | 14.18% |
Risk Management
| Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.843% | 15.78% |
| Sharp | 1.165% | 0.837% |
| Beta | 0.847% | 0.968% |
| Alpha | 4.607% | 0.08% |
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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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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