- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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) | ₹453 Cr | ₹1786 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 | 0.36% | -0.88% |
| 6 Month | 6.17% | 9.2% |
| 1 Year | 5.11% | 13.29% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| 6 Month | 5.25% | 6.57% |
| 1 Year | 1.87% | 9.81% |
| 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 | 6.16 | 6.79 |
| Large Cap | 34.27 | 32.43 |
| Mid Cap | 29.64 | 25.43 |
| Small Cap | 29.93 | 35.35 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
HDFC Pharma and Healthcare Fund - Regular (G) |
|---|---|---|
| Others | 1.88 | 3.18 |
| Basic Materials | 2.27 | 2.04 |
| Healthcare | 95.85 | 94.78 |
Top Comparisons
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns17.6%
SBI Focused Fund - Regular Plan -Growth
3Y Returns14.29%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns19.69%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.28%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.15%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.84%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.46%
