- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.65% | 2.06% |
| 6 Month | 4.87% | 7.93% |
| 1 Year | -0.86% | 6.22% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.85% | 0.13% |
| 1 Year | 0.29% | 6.58% |
| 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 |
Top Comparisons
Bandhan Floater Fund Regular - Growth
3Y Returns7.58%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.19%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.9%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.53%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.44%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.23%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.19%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.27%
