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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) | ₹481 Cr | ₹3144 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 | -1.87% | 0.78% |
| 6 Month | 3.37% | 4.08% |
| 1 Year | -3.81% | -4.67% |
| 3 Year | - | 20.75% |
| 5 Year | - | 16.24% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.03% | 1.2% |
| 1 Year | 4.67% | 5.86% |
| 3 Year | - | 17.32% |
| 5 Year | - | 17.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.51% | 24.28% |
| 3 Year | - | 21.38% |
| 5 Year | - | 25.75% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.63% |
| Sharp | - | 0.98% |
| Beta | - | 0.84% |
| Alpha | - | 1.19% |
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 | 10.31 | 16.7 |
| Large Cap | 27.75 | 16.81 |
| Mid Cap | 32.05 | 13.8 |
| Small Cap | 29.89 | 52.69 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
DSP Healthcare Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.28 | 2.09 |
| Basic Materials | 3.23 | - |
| Healthcare | 95.49 | 96.38 |
| Financial Services | - | 1.53 |
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