Aditya Birla Sun Life Pharma and Healthcare Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Chart Comparison
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% |
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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 |
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