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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) | ₹482 Cr | ₹1126 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 | -1.04% | -0.81% |
| 6 Month | -0.27% | 0.68% |
| 1 Year | -7.09% | -2.83% |
| 3 Year | - | 24.63% |
| 5 Year | - | 14.88% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.93% | -1.29% |
| 1 Year | 3.57% | 5.54% |
| 3 Year | - | 18.63% |
| 5 Year | - | 17.36% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.51% | 11.53% |
| 3 Year | - | 16.57% |
| 5 Year | - | 14.82% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.3% |
| Sharp | - | 1.08% |
| Beta | - | 0.89% |
| Alpha | - | 3.32% |
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 | 0.97 | 1.25 |
| Small Cap | 36.06 | 40.51 |
| Large Cap | 47.07 | 32.58 |
| Mid Cap | 15.9 | 25.65 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.97 | 1.25 |
| Pharmaceuticals & Biotechnology | 71.51 | 76.1 |
| Healthcare Services | 25.8 | 22.27 |
| Healthcare Equipment & Supplies | 1.72 | 0.37 |
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