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) | ₹416 Cr | ₹1150 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 | 1.82% | 0.71% |
6 Month | -3.52% | -3.47% |
1 Year | 14.85% | 20.58% |
3 Year | - | 20.15% |
5 Year | - | 21.99% |
SIP Return Analysis
Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.54% | -0.9% |
1 Year | 0.68% | 3.76% |
3 Year | - | 25.8% |
5 Year | - | 19.85% |
Rolling Lumpsum Returns
Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 31.01% | 11.43% |
3 Year | - | 16.02% |
5 Year | - | 14.18% |
Risk Management
Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 16.371% |
Sharp | - | 0.731% |
Beta | - | 0.958% |
Alpha | - | 0.84% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.18 | 1.35 |
Small Cap | 31.72 | 43.53 |
Large Cap | 37.08 | 28.87 |
Mid Cap | 27.03 | 26.26 |
Sector Allocation
Scheme Name |
Kotak Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.76 | 0.45 |
Basic Materials | 2.58 | 1.33 |
Healthcare | 95.66 | 98.22 |
Top Comparisons
ICICI Prudential Quant Fund Growth
3Y Returns16.33%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns14.84%
Kotak Credit Risk Fund - Growth
3Y Returns6.32%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.35%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.51%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.41%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.24%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns14.21%