Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Pharma and Healthcare Fund vs Kotak Healthcare Fund compare

Link copied to clipboard!

tortoise-icon Kotak Healthcare Fund - Regular (G)

Invest Now

tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Fund Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹416 Cr ₹815 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 10 Jul 2019
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 31%
Expense Ratio 2.39 2.27
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174KA1PW4 INF209KB1N91
Exits Load Kotak Healthcare Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Month -8.54% -7.26%
6 Month -3.33% -7.96%
1 Year 9.11% 7.26%
3 Year - 16.69%
5 Year - 19.44%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month - -
1 Year -0.42% -3.24%
3 Year - 20.74%
5 Year - 17.42%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 31.01% 29.31%
3 Year - 15.89%
5 Year - 24.32%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation - 14.83%
Sharp - 0.61%
Beta - 0.96%
Alpha - 0.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Name Abhishek Bisen Dhaval Joshi
Total AUM ₹0 Cr ₹361932 Cr
Fund Manage 33 55
Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Others 3.31 3.49
Small Cap 24.27 24.19
Large Cap 51.29 34.94
Mid Cap 22.8 37.39

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Others 3.31 3.49
Pharmaceuticals & Biotechnology 79.49 77.84
Healthcare Services 17.64 16.2
Insurance 1.23 1.69
Chemicals & Petrochemicals - 0.79

Top Comparisons

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns6.06%

VS

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.09%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns14.57%

VS

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns9.51%

Compare Now

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns12.93%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns11.11%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns18.39%

VS

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns13.41%

Compare Now
Add to Cart Successfully