SBI Healthcare Opportunities Fund vs Kotak Healthcare Fund compare

Link copied to clipboard!

tortoise-icon Kotak Healthcare Fund - Regular (G)

Invest Now

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

Invest Now

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) ₹288 Cr ₹2760 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 14 Jul 1999
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 32%
Expense Ratio 2.39 2
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174KA1PW4 INF200K01446
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Month 5.82% 5.72%
6 Month 17.39% 15.48%
1 Year - 45.23%
3 Year - 20.72%
5 Year - 29.9%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month - -
1 Year 4.82% 15.2%
3 Year 4.82% 44.51%
5 Year 4.82% 82.64%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 4.64% 26.36%
3 Year 4.64% 56.74%
5 Year 4.64% 84.57%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation - 14.02%
Sharp - 0.78%
Beta - 0.87%
Alpha - 3.06%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 3.31 8.64
Small Cap 24.27 27.81
Large Cap 51.29 34.06
Mid Cap 22.8 29.49

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 3.31 3.46
Pharmaceuticals & Biotechnology 79.49 -
Healthcare Services 17.64 -
Insurance 1.23 -
Healthcare - 92.23
Chemicals - 4.31

Top Comparisons

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns6.17%

VS

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.33%

Compare Now

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.33%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.38%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns9.81%

VS

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

3Y Returns5.98%

Compare Now
Request call back
Add to Cart Successfully