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

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-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) 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 Very High
Asset Size (Cr) ₹435 Cr ₹814 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 1.86% 1.16%
6 Month -2.17% -0.97%
1 Year 11.59% 8.15%
3 Year - 22.45%
5 Year - 19.42%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month 7.17% 6.42%
1 Year 6.99% 4.63%
3 Year - 22.76%
5 Year - 17.96%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 14.85% 27.28%
3 Year - 16.45%
5 Year - 23.91%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation - 15.80%
Sharp - 1.02%
Beta - 0.96%
Alpha - -2.02%

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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
Funds Managed 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 9.41 2.06
Large Cap 35 28.87
Mid Cap 28.2 44.19
Small Cap 27.4 24.87

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

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

Others 5.12 2.06
Basic Materials 2.44 0.88
Healthcare 92.45 97.05

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