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ITI Pharma and Healthcare Fund Regular vs Kotak Healthcare Fund compare

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tortoise-icon ITI Pharma and Healthcare Fund Regular - Growth

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)
Fund ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹221 Cr ₹435 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Nov 2021 11 Dec 2023
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI NIFTY Healthcare TRI
Turn Over % %
Expense Ratio 2.35 2.39
Manager Rohan Korde Abhishek Bisen
ISIN Code INF00XX01BL5 INF174KA1PW4
Exits Load ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Kotak 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 ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)
1 Month 3.35% 3.82%
6 Month -4.88% -5.09%
1 Year 13.83% 14.16%
3 Year 23.64% -
5 Year - -

SIP Return Analysis

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)
6 Month 7.09% 7.17%
1 Year 6.3% 6.99%
3 Year 23.4% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)
1 Year 20.48% 14.85%
3 Year 18.71% -
5 Year - -

Risk Management

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)
Standard Deviation 15.42% -
Sharp 1.06% -
Beta 0.95% -
Alpha -1.54% -

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Fund Managers

Scheme Name ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)
Name Rohan Korde Abhishek Bisen
Total AUM ₹4626 Cr ₹0 Cr
Funds Managed 10 33
ITI Pharma and Healthcare Fund Regular - Growth Kotak Healthcare Fund - Regular (G)

Market Cap

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

Kotak Healthcare Fund - Regular (G)

Others 1.38 9.41
Mid Cap 34.93 28.2
Small Cap 33.22 27.4
Large Cap 30.47 35

Sector Allocation

Scheme Name

ITI Pharma and Healthcare Fund Regular - Growth

Kotak Healthcare Fund - Regular (G)

Others 0.29 5.12
Healthcare 95.15 92.45
Basic Materials 3.63 2.44
Industrials 0.93 -

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