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 | Very High |
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 | 3.97% | 4.12% |
6 Month | -1.44% | -6.75% |
1 Year | 20.37% | 20.92% |
3 Year | 22.5% | 18.94% |
5 Year | 25.09% | 22.35% |
SIP Return Analysis
Scheme Name | SBI Healthcare Opportunities Fund - Regular Plan -Growth | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.63% | -4.73% |
1 Year | 3.67% | -2.44% |
3 Year | 26.16% | 23.57% |
5 Year | 21.4% | 18.51% |
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 | 14.597% | 16.371% |
Sharp | 0.987% | 0.731% |
Beta | 0.85% | 0.958% |
Alpha | 4.505% | 0.84% |
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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 |
Funds Managed | 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 | 6.48 | 1.35 |
Small Cap | 37.63 | 43.53 |
Mid Cap | 28.02 | 26.26 |
Large Cap | 27.87 | 28.87 |
Sector Allocation
Scheme Name |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.8 | 0.45 |
Basic Materials | 6.85 | 1.33 |
Healthcare | 91.34 | 98.22 |
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