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Kotak Healthcare Fund vs Tata India Pharma & Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹453 Cr | ₹1282 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 28 Dec 2015 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | Nifty Pharma TRI |
| Turn Over | % | 26.49% |
| Expense Ratio | 2.39 | 2.14 |
| Manager | Abhishek Bisen | Meeta Shetty |
| ISIN Code | INF174KA1PW4 | INF277K016A9 |
| 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 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% 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) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.2% | 3.95% |
| 6 Month | 7.12% | 7.58% |
| 1 Year | 11.35% | 9.88% |
| 3 Year | - | 24.31% |
| 5 Year | - | 21.03% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 8.04% | 7.46% |
| 1 Year | 10.39% | 9.63% |
| 3 Year | - | 25.05% |
| 5 Year | - | 20.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.85% | 9.47% |
| 3 Year | - | 18.04% |
| 5 Year | - | 14.89% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.93% |
| Sharp | - | 1.09% |
| Beta | - | 0.99% |
| Alpha | - | -1.23% |
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Fund Managers
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Name | Abhishek Bisen | Meeta Shetty |
| Total AUM | ₹0 Cr | ₹17847 Cr |
| Funds Managed | 33 | 5 |
| Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.16 | 10.06 |
| Large Cap | 34.27 | 27.56 |
| Mid Cap | 29.64 | 32.77 |
| Small Cap | 29.93 | 29.61 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.88 | 7.68 |
| Basic Materials | 2.27 | 2.34 |
| Healthcare | 95.85 | 89.02 |
| Financial Services | - | 0.96 |
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