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SBI Healthcare Opportunities Fund vs Kotak Healthcare Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon SBI Healthcare Opportunities Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹416 Cr ₹3522 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 1.82% 2.06%
6 Month -3.52% 0.59%
1 Year 14.85% 21.24%
3 Year - 23.79%
5 Year - 24.67%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month -1.54% 1.62%
1 Year 0.68% 11.28%
3 Year - 28.62%
5 Year - 22.89%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 31.01% 15.04%
3 Year - 17.32%
5 Year - 12.58%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation - 14.597%
Sharp - 0.987%
Beta - 0.85%
Alpha - 4.505%

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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 4.18 6.48
Small Cap 31.72 37.63
Large Cap 37.08 27.87
Mid Cap 27.03 28.02

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 1.76 1.8
Basic Materials 2.58 6.85
Healthcare 95.66 91.34

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