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Kotak Healthcare Fund - Regular (G)
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
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) | ₹482 Cr | ₹3179 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 | 1.1% | 1.64% |
| 6 Month | -0.91% | 0.58% |
| 1 Year | -5.81% | -4.96% |
| 3 Year | - | 22.04% |
| 5 Year | - | 14.98% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.93% | 0.39% |
| 1 Year | 3.57% | 5.22% |
| 3 Year | - | 15.95% |
| 5 Year | - | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.37% | 23.86% |
| 3 Year | - | 21.31% |
| 5 Year | - | 25.5% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.69% |
| Sharp | - | 1.02% |
| Beta | - | 0.79% |
| Alpha | - | 2.24% |
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 | 0.97 | 20.45 |
| Small Cap | 36.06 | 47.66 |
| Large Cap | 47.07 | 17.47 |
| Mid Cap | 15.9 | 14.41 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.97 | 2.94 |
| Pharmaceuticals & Biotechnology | 71.51 | - |
| Healthcare Services | 25.8 | - |
| Healthcare Equipment & Supplies | 1.72 | - |
| Healthcare | - | 95.57 |
| Financial Services | - | 1.5 |
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