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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) | ₹453 Cr | ₹840 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 | 4.18% | 4.91% |
| 6 Month | 7.73% | 9.54% |
| 1 Year | 10.28% | 7.41% |
| 3 Year | - | 23.27% |
| 5 Year | - | 19.24% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | 8.04% | 7.46% |
| 1 Year | 10.39% | 9.57% |
| 3 Year | - | 24.17% |
| 5 Year | - | 18.87% |
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 | 6.16 | 1.58 |
| Large Cap | 34.27 | 28.37 |
| Mid Cap | 29.64 | 44.79 |
| Small Cap | 29.93 | 25.26 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.88 | 1.58 |
| Basic Materials | 2.27 | 0.92 |
| Healthcare | 95.85 | 97.5 |
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