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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) | ₹464 Cr | ₹3074 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 | 0.27% | -1.36% |
| 6 Month | 7.92% | 6.44% |
| 1 Year | 0.34% | -4.05% |
| 3 Year | - | 23.18% |
| 5 Year | - | 17.73% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | 0.19% |
| 1 Year | 7.67% | 1.02% |
| 3 Year | - | 18.41% |
| 5 Year | - | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.51% | 25.18% |
| 3 Year | - | 21.14% |
| 5 Year | - | 26.06% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.67% |
| Sharp | - | 1.01% |
| Beta | - | 0.84% |
| Alpha | - | 1.94% |
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 | 9.77 | 15.67 |
| Large Cap | 27.79 | 16.72 |
| Mid Cap | 31.93 | 14.23 |
| Small Cap | 30.51 | 53.38 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 2.73 |
| Basic Materials | 2.56 | - |
| Healthcare | 95.12 | 95.78 |
| Financial Services | - | 1.48 |
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