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Kotak Healthcare Fund vs SBI Healthcare Opportunities Fund compare
Kotak Healthcare Fund - Regular (G)
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹482 Cr | ₹4131 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 31 Dec 2004 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 32% |
| Expense Ratio | 2.39 | 1.94 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PW4 | INF200K01446 |
| 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 | SBI Healthcare Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | -2.39% | -2.9% |
| 6 Month | -1.35% | -2.37% |
| 1 Year | -7.34% | -3.5% |
| 3 Year | - | 23.75% |
| 5 Year | - | 16.45% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -1.92% | -2.3% |
| 1 Year | 1.71% | 0.58% |
| 3 Year | - | 17.1% |
| 5 Year | - | 17.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.51% | 15.23% |
| 3 Year | - | 18.03% |
| 5 Year | - | 13.3% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 14.02% |
| Sharp | - | 1.2% |
| Beta | - | 0.8% |
| Alpha | - | 4.66% |
Fund Managers
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 9.77 | 14.91 |
| Large Cap | 28.76 | 26.92 |
| Mid Cap | 31.98 | 26.97 |
| Small Cap | 29.49 | 31.19 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 0.97 | 4.18 |
| Basic Materials | 3.43 | 6.98 |
| Healthcare | 95.6 | 88.84 |
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