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Kotak Healthcare Fund vs ITI Pharma and Healthcare Fund Regular compare
ITI Pharma and Healthcare Fund Regular - Growth
Kotak Healthcare Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| Fund | ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹221 Cr | ₹435 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Nov 2021 | 11 Dec 2023 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | NIFTY Healthcare TRI |
| Turn Over | % | % |
| Expense Ratio | 2.35 | 2.39 |
| Manager | Rohan Korde | Abhishek Bisen |
| ISIN Code | INF00XX01BL5 | INF174KA1PW4 |
| Exits Load | ITI Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Healthcare Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| 1 Month | 4.81% | 4.92% |
| 6 Month | -4.66% | -5.26% |
| 1 Year | 15.38% | 15.68% |
| 3 Year | 24.28% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| 6 Month | 5.42% | 6.05% |
| 1 Year | 3.19% | 4.62% |
| 3 Year | 22.52% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| 1 Year | 20.48% | 14.85% |
| 3 Year | 18.71% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.61% | - |
| Sharp | 0.93% | - |
| Beta | 0.94% | - |
| Alpha | -0.87% | - |
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Fund Managers
| Scheme Name | ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| Name | Rohan Korde | Abhishek Bisen |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Funds Managed | 10 | 33 |
| ITI Pharma and Healthcare Fund Regular - Growth | Kotak Healthcare Fund - Regular (G) |
Market Cap
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| Others | 1.38 | 9.41 |
| Mid Cap | 34.93 | 28.2 |
| Small Cap | 33.22 | 27.4 |
| Large Cap | 30.47 | 35 |
Sector Allocation
| Scheme Name |
ITI Pharma and Healthcare Fund Regular - Growth |
Kotak Healthcare Fund - Regular (G) |
|---|---|---|
| Others | 0.29 | 5.12 |
| Healthcare | 95.15 | 92.45 |
| Basic Materials | 3.63 | 2.44 |
| Industrials | 0.93 | - |
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