- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹468 Cr | ₹1310 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 | -3.1% | -4.56% |
| 6 Month | -9.14% | -9.08% |
| 1 Year | -2.68% | -2.18% |
| 3 Year | - | 20.41% |
| 5 Year | - | 14.5% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.21% | -1.2% |
| 1 Year | 2.58% | 3.42% |
| 3 Year | - | 14.51% |
| 5 Year | - | 15.61% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 9.14% | 7.74% |
| 3 Year | - | 18.94% |
| 5 Year | - | 15.54% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.23% |
| Sharp | - | 0.98% |
| Beta | - | 0.92% |
| Alpha | - | 1.32% |
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 | 16.88 | 2.84 |
| Large Cap | 26.64 | 19.92 |
| Mid Cap | 31.17 | 40.02 |
| Small Cap | 25.31 | 37.23 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.72 | 1.31 |
| Basic Materials | 3.28 | 3.68 |
| Healthcare | 93 | 95 |
Top Comparisons
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.27%
ICICI Prudential Flexicap Fund - Growth
3Y Returns19.05%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns13.87%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.63%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.21%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.19%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns16.08%
