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SBI Healthcare Opportunities Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹481 Cr | ₹4082 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 31 Dec 2004 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 32% |
| Expense Ratio | 2.39 | 1.94 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PW4 | INF200K01446 |
| 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 | SBI Healthcare Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | -2.53% | -2.18% |
| 6 Month | 0.69% | -0.87% |
| 1 Year | -4.41% | -2.04% |
| 3 Year | - | 23.21% |
| 5 Year | - | 17.07% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -0.03% | -0.02% |
| 1 Year | 4.67% | 4.24% |
| 3 Year | - | 19.42% |
| 5 Year | - | 18.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 13.51% | 15.37% |
| 3 Year | - | 18% |
| 5 Year | - | 13.25% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 14.02% |
| Sharp | - | 1.2% |
| Beta | - | 0.8% |
| Alpha | - | 4.66% |
Fund Managers
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 10.31 | 13.88 |
| Large Cap | 27.75 | 26.35 |
| Mid Cap | 32.05 | 26.99 |
| Small Cap | 29.89 | 32.79 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.28 | 3.93 |
| Basic Materials | 3.23 | 6.39 |
| Healthcare | 95.49 | 89.67 |
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