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Compare SBI Healthcare Opportunities Fund vs UTI Healthcare Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.93 | 2.26 |
NAV | ₹424.48 | ₹287.25 |
Fund Started | 04 Jun 1999 | 01 Aug 2005 |
Fund Size | ₹4130.76 Cr | ₹1126.13 Cr |
Exit Load | Exit load of 0.50% if redeemed within 15 days | Exit load of 1% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.93
2.26
NAV
₹424.48
₹287.25
Fund Started
04 Jun 1999
01 Aug 2005
Fund Size
₹4130.76 Cr
₹1126.13 Cr
Exit Load
Exit load of 0.50% if redeemed within 15 days
Exit load of 1% if redeemed within 30 days.
Returns
1 Year | -1.71% | -1.23% |
3 Year | 23.41% | 23.83% |
5 Year | 17.27% | 15.73% |
1 Year
-1.71%
-1.23%
3 Year
23.41%
23.83%
5 Year
17.27%
15.73%
Holding Analysis
Equity | 96.05% | 98.75% |
Cash | 3.88% | 1.24% |
Equity
96.05%
98.75%
Cash
3.88%
1.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 11.18% |
Divi's Laboratories Ltd. | 7.26% |
Max Healthcare Institute Ltd. | 5.62% |
Cipla Ltd. | 4.41% |
Lonza Group Ag | 4.05% |
Lupin Ltd. | 4.04% |
Acutaas Chemicals Ltd. | 3.81% |
Fortis Healthcare Ltd. | 3.76% |
Torrent Pharmaceuticals Ltd. | 3.49% |
Jupiter Life Line Hospitals Ltd. | 3.46% |
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 9.76% |
Ajanta Pharma Ltd. | 6.48% |
Lupin Ltd. | 5.91% |
Glenmark Pharmaceuticals Ltd. | 4.06% |
Dr. Reddy's Laboratories Ltd. | 3.74% |
Gland Pharma Ltd. | 3.46% |
Apollo Hospitals Enterprise Ltd. | 3.45% |
Alkem Laboratories Ltd. | 3.43% |
Procter & Gamble Health Ltd. | 3.41% |
Cipla Ltd. | 3.40% |
Fund Manager
Name | Tanmaya Desai | Kamal Gada |
Start Date | 17 May 2024 | 02 May 2022 |
Name
Tanmaya Desai
Kamal Gada
Start Date
17 May 2024
02 May 2022
About Fund
Description | The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector. |
Launch Date | 04 Jun 1999 | 01 Aug 2005 |
Description
The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the Healthcare Services Sector.
Launch Date
04 Jun 1999
01 Aug 2005