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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) | ₹464 Cr | ₹830 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 | 2.65% | 1.21% |
| 6 Month | 4.87% | 3.33% |
| 1 Year | -0.86% | -1.43% |
| 3 Year | - | 20.63% |
| 5 Year | - | 16.17% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | -0.37% | 0.08% |
| 1 Year | 1.21% | 3.35% |
| 3 Year | - | 17.29% |
| 5 Year | - | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 13.51% | 23.67% |
| 3 Year | - | 17.01% |
| 5 Year | - | 21.83% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Standard Deviation | - | 16.01% |
| Sharp | - | 0.85% |
| Beta | - | 0.96% |
| Alpha | - | -1.37% |
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 | 9.77 | 4.88 |
| Large Cap | 27.79 | 25.69 |
| Mid Cap | 31.93 | 41.06 |
| Small Cap | 30.51 | 28.36 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 2.32 | 1.66 |
| Basic Materials | 2.56 | 0.99 |
| Healthcare | 95.12 | 97.35 |
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