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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) | ₹485 Cr | ₹4027 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 | -0.64% | -0.99% |
| 6 Month | 10.1% | 9.73% |
| 1 Year | 4.62% | 10.33% |
| 3 Year | - | 27.12% |
| 5 Year | - | 20.45% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.66% | 3.36% |
| 1 Year | 5.56% | 7.57% |
| 3 Year | - | 25.09% |
| 5 Year | - | 21.31% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.47% | 16.04% |
| 3 Year | - | 17.71% |
| 5 Year | - | 12.85% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 13.57% |
| Sharp | - | 1.42% |
| Beta | - | 0.84% |
| Alpha | - | 4.50% |
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 | 12.33 | 12.03 |
| Large Cap | 28.53 | 26.26 |
| Mid Cap | 28.44 | 27.95 |
| Small Cap | 30.7 | 33.75 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 5.59 | 2.38 |
| Basic Materials | 2.46 | 5.96 |
| Healthcare | 91.95 | 91.66 |
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