Kotak Healthcare Fund vs DSP Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹416 Cr | ₹3198 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Dec 2023 | 30 Nov 2018 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
Turn Over | % | 18% |
Expense Ratio | 2.39 | 1.9 |
Manager | Abhishek Bisen | Jay Kothari |
ISIN Code | INF174KA1PW4 | INF740KA1LD8 |
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 | DSP 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 | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.61% | 5.06% |
6 Month | -3.72% | -6.64% |
1 Year | 13.75% | 16.42% |
3 Year | - | 26.26% |
5 Year | - | 23.34% |
SIP Return Analysis
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.31% | 2.44% |
1 Year | 3.79% | 0.1% |
3 Year | - | 22.92% |
5 Year | - | 19.31% |
Rolling Lumpsum Returns
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.85% | 26.81% |
3 Year | - | 20.65% |
5 Year | - | 27.26% |
Risk Management
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.905% |
Sharp | - | 0.799% |
Beta | - | 0.897% |
Alpha | - | 2.271% |
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Fund Managers
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Jay Kothari |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 33 | 20 |
Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Healthcare Fund - Regular (G) |
DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Others | 4.18 | 18.5 |
Small Cap | 31.72 | 49.08 |
Large Cap | 37.08 | 18.51 |
Mid Cap | 27.03 | 13.9 |
Sector Allocation
Scheme Name |
Kotak Healthcare Fund - Regular (G) |
DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Others | 1.76 | 1.47 |
Basic Materials | 2.58 | - |
Healthcare | 95.66 | 97.13 |
Financial Services | - | 1.4 |
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