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) | ₹453 Cr | ₹2961 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 | 5.22% | 6.01% |
6 Month | 3.15% | -0.25% |
1 Year | 14.09% | 13.55% |
3 Year | - | 26.05% |
5 Year | - | 23.11% |
SIP Return Analysis
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.95% | 5.97% |
1 Year | 4.81% | 2.98% |
3 Year | - | 23.4% |
5 Year | - | 19.63% |
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 | - | 14.66% |
Sharp | - | 1.25% |
Beta | - | 0.85% |
Alpha | - | 2.27% |
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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 | 6.16 | 14.98 |
Large Cap | 34.27 | 17.24 |
Mid Cap | 29.64 | 14.54 |
Small Cap | 29.93 | 53.24 |
Sector Allocation
Scheme Name |
Kotak Healthcare Fund - Regular (G) |
DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Others | 1.88 | 1.68 |
Basic Materials | 2.27 | - |
Healthcare | 95.85 | 96.71 |
Financial Services | - | 1.61 |
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