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) | ₹416 Cr | ₹3522 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 | 4.2% | 4.78% |
6 Month | -8.26% | -3.18% |
1 Year | 14.7% | 21.51% |
3 Year | - | 25.89% |
5 Year | - | 24.34% |
SIP Return Analysis
Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
6 Month | -2.69% | -0.34% |
1 Year | -4.13% | 5.21% |
3 Year | - | 26.47% |
5 Year | - | 21.59% |
Rolling Lumpsum Returns
Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
1 Year | 31.01% | 15.04% |
3 Year | - | 17.32% |
5 Year | - | 12.58% |
Risk Management
Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | - | 14.597% |
Sharp | - | 0.987% |
Beta | - | 0.85% |
Alpha | - | 4.505% |
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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 | 4.18 | 6.48 |
Small Cap | 31.72 | 37.63 |
Large Cap | 37.08 | 27.87 |
Mid Cap | 27.03 | 28.02 |
Sector Allocation
Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
---|---|---|
Others | 1.76 | 1.8 |
Basic Materials | 2.58 | 6.85 |
Healthcare | 95.66 | 91.34 |
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