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Kotak Healthcare Fund vs HDFC Pharma and Healthcare Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)
Fund Kotak Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹485 Cr ₹1936 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Dec 2023 04 Oct 2023
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare Index
Turn Over % %
Expense Ratio 2.39 2.14
Manager Abhishek Bisen Dhruv Muchhal
ISIN Code INF174KA1PW4 INF179KC1HL7
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 HDFC Pharma and Healthcare Fund - Regular Plan - Growth charges 1.0% 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) HDFC Pharma and Healthcare Fund - Regular (G)
1 Month -0.97% -1.07%
6 Month 13.49% 16.13%
1 Year 4.43% 13.71%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)
6 Month 3.97% 5.8%
1 Year 6.51% 15.69%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)
1 Year 14.47% 29.56%
3 Year - -
5 Year - -

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name Kotak Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)
Name Abhishek Bisen Dhruv Muchhal
Total AUM ₹0 Cr ₹520687 Cr
Funds Managed 33 40
Kotak Healthcare Fund - Regular (G) HDFC Pharma and Healthcare Fund - Regular (G)

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

HDFC Pharma and Healthcare Fund - Regular (G)

Others 12.33 8.44
Large Cap 28.53 29.99
Mid Cap 28.44 24.57
Small Cap 30.7 37.01

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

HDFC Pharma and Healthcare Fund - Regular (G)

Others 5.59 1.8
Basic Materials 2.46 2.27
Healthcare 91.95 95.93

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