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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) | ₹464 Cr | ₹1896 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 | 1.36% | 1.42% |
| 6 Month | 5.35% | 8.56% |
| 1 Year | -1.38% | 5.92% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.46% | 2.42% |
| 1 Year | 6.12% | 12.14% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.51% | 27.59% |
| 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 | 9.77 | 7.7 |
| Large Cap | 27.79 | 26.35 |
| Mid Cap | 31.93 | 30.89 |
| Small Cap | 30.51 | 35.06 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| Others | 2.32 | 1.03 |
| Basic Materials | 2.56 | 2.31 |
| Healthcare | 95.12 | 96.66 |
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