- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹468 Cr | ₹3989 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 | -3.1% | -2.76% |
| 6 Month | -9.14% | -8.63% |
| 1 Year | -2.68% | -1.24% |
| 3 Year | - | 22.65% |
| 5 Year | - | 16.01% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -1.21% | -1.85% |
| 1 Year | 2.58% | 0.14% |
| 3 Year | - | 15.16% |
| 5 Year | - | 17.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 9.14% | 15.02% |
| 3 Year | - | 18.07% |
| 5 Year | - | 13.4% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 14.13% |
| Sharp | - | 1.14% |
| Beta | - | 0.86% |
| Alpha | - | 1.99% |
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 | 16.88 | 16.36 |
| Large Cap | 26.64 | 26.34 |
| Mid Cap | 31.17 | 26.66 |
| Small Cap | 25.31 | 30.64 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 3.72 | 3.4 |
| Basic Materials | 3.28 | 6.86 |
| Healthcare | 93 | 89.74 |
Top Comparisons
Franklin Templeton European Opportunities Fund - Growth
3Y Returns%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.04%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.28%
HSBC Overnight Fund - Regular Growth
3Y Returns6.29%
ITI Mid Cap Fund Regular - Growth
3Y Returns24.76%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.99%
Franklin India Small Cap Fund-Growth
3Y Returns19.56%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns19.85%
