UTI 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 UTI Healthcare Fund - Regular Plan - Growth Option

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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 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) ₹2760 Cr ₹986 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 05 Aug 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over 32% 28%
Expense Ratio 2 2.29
Manager Pradeep Kesavan Kamal Gada
ISIN Code INF200K01446 INF789F01695
Exits Load Exit load of 0.50% if redeemed within 15 days/365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Month -2.14% -3.43%
6 Month 18.56% 23.56%
1 Year 42.71% 43.83%
3 Year 22.9% 19.66%
5 Year 28.22% 26.95%

SIP Return Analysis

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 44.48% 45.07%
3 Year 35.88% 34.39%
5 Year 28.53% 26.61%

Rolling Lumpsum Returns

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 14.51% 10.93%
3 Year 17.07% 15.88%
5 Year 12.42% 14.02%

Risk Management

Scheme Name SBI Healthcare Opportunities Fund - Regular Plan -Growth UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation 14.02% 14.3%
Sharp 0.78% 0.62%
Beta 0.87% 0.94%
Alpha 3.06% 0.78%

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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 8.5 2.21
Small Cap 36.36 32.72
Mid Cap 25.23 31.32
Large Cap 29.91 33.75

Sector Allocation

Scheme Name

SBI Healthcare Opportunities Fund - Regular Plan -Growth

UTI Healthcare Fund - Regular Plan - Growth Option

Others 8.5 0.97
Pharmaceuticals & Biotechnology 58.42 -
Healthcare Services 24.75 -
Chemicals & Petrochemicals 3.9 -
Healthcare Equipment & Supplies 4.43 -
Financial - 0.13
Healthcare - 97.31
Insurance - 1.59

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