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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) | ₹467 Cr | ₹1309 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 | 1.21% | 1.07% |
| 6 Month | 12.74% | 12.87% |
| 1 Year | -1.56% | -1.47% |
| 3 Year | - | 23.49% |
| 5 Year | - | 19.42% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.28% | 3.9% |
| 1 Year | 7.08% | 9.27% |
| 3 Year | - | 22.51% |
| 5 Year | - | 19.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.47% | 10.55% |
| 3 Year | - | 18.34% |
| 5 Year | - | 15.18% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.94% |
| Sharp | - | 0.99% |
| Beta | - | 0.98% |
| Alpha | - | -0.12% |
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 | 12.33 | 8.59 |
| Large Cap | 28.53 | 27.92 |
| Mid Cap | 28.44 | 32.96 |
| Small Cap | 30.7 | 30.52 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.59 | 6.22 |
| Basic Materials | 2.46 | 0.46 |
| Healthcare | 91.95 | 91.69 |
| Financial Services | - | 1.63 |
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