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 | ₹3057 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 | 4.18% | 6.56% |
6 Month | 7.73% | 6.32% |
1 Year | 10.28% | 11.06% |
3 Year | - | 25.68% |
5 Year | - | 22.56% |
SIP Return Analysis
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.04% | 8.23% |
1 Year | 10.39% | 9% |
3 Year | - | 25.39% |
5 Year | - | 20.77% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.92%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.86%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns7.01%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.35%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns31.13%
HDFC Infrastructure Fund - Growth Plan
3Y Returns30.99%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns14.68%
Quant Large and Mid Cap Fund-Growth
3Y Returns19.26%