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Kotak Healthcare Fund vs UTI Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹435 Cr | ₹1062 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 30 Jul 2005 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 28% |
| Expense Ratio | 2.39 | 2.22 |
| Manager | Abhishek Bisen | Kamal Gada |
| ISIN Code | INF174KA1PW4 | INF789F01695 |
| 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 | UTI Healthcare Fund - Growth charges 1.0% 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) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.92% | 4.75% |
| 6 Month | -5.26% | -1.06% |
| 1 Year | 15.68% | 21.2% |
| 3 Year | - | 27.38% |
| 5 Year | - | 22.53% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.17% | 8.95% |
| 1 Year | 6.99% | 11.42% |
| 3 Year | - | 27.84% |
| 5 Year | - | 21.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.85% | 11.86% |
| 3 Year | - | 16.19% |
| 5 Year | - | 14.42% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.78% |
| Sharp | - | 1.05% |
| Beta | - | 0.95% |
| Alpha | - | 1.08% |
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Fund Managers
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Kamal Gada |
| Total AUM | ₹0 Cr | ₹870 Cr |
| Funds Managed | 33 | 1 |
| Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.41 | 4.51 |
| Large Cap | 35 | 27.3 |
| Mid Cap | 28.2 | 27.63 |
| Small Cap | 27.4 | 40.57 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.12 | 2.67 |
| Basic Materials | 2.44 | 0.99 |
| Healthcare | 92.45 | 96.34 |
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