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Kotak Healthcare Fund vs HDFC Pharma and Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
HDFC Pharma and Healthcare Fund - Regular (G)
Chart Comparison
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) | ₹416 Cr | ₹1568 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 | 1.82% | 0.63% |
| 6 Month | -3.52% | 0.42% |
| 1 Year | 14.85% | 27.75% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.54% | 1.3% |
| 1 Year | 0.68% | 13% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| 1 Year | 31.01% | 51.48% |
| 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 | - | - |
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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 | 4.18 | 4.17 |
| Small Cap | 31.72 | 34.62 |
| Large Cap | 37.08 | 35.28 |
| Mid Cap | 27.03 | 25.93 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| Others | 1.76 | 2.47 |
| Basic Materials | 2.58 | 2.04 |
| Healthcare | 95.66 | 95.49 |
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