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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon DSP Healthcare Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
Fund Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹485 Cr ₹3190 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Dec 2023 30 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 18%
Expense Ratio 2.39 1.9
Manager Abhishek Bisen Jay Kothari
ISIN Code INF174KA1PW4 INF740KA1LD8
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 DSP Healthcare Fund - Regular Plan - Growth charges 0.5% 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) DSP Healthcare Fund - Regular Plan - Growth
1 Month -0.52% -0.54%
6 Month 10.77% 6.12%
1 Year 5.17% 5.74%
3 Year - 24.99%
5 Year - 19.49%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
6 Month 4.66% 5.01%
1 Year 5.56% 3.32%
3 Year - 22.35%
5 Year - 19.16%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
1 Year 14.47% 26.14%
3 Year - 20.91%
5 Year - 26.64%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation - 14.38%
Sharp - 1.18%
Beta - 0.84%
Alpha - 2.18%

Fund Managers

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
Name Abhishek Bisen Jay Kothari
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 33 20
Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

DSP Healthcare Fund - Regular Plan - Growth

Others 12.33 14.85
Large Cap 28.53 16.94
Mid Cap 28.44 14.46
Small Cap 30.7 53.75

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

DSP Healthcare Fund - Regular Plan - Growth

Others 5.59 2.42
Basic Materials 2.46 -
Healthcare 91.95 96.12
Financial Services - 1.46

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