Kotak Healthcare Fund vs Aditya Birla Sun Life Pharma and 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 | 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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