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Tata India Pharma & Healthcare Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹468 Cr | ₹1310 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 28 Dec 2015 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | Nifty Pharma TRI |
| Turn Over | % | 26.49% |
| Expense Ratio | 2.39 | 2.14 |
| Manager | Abhishek Bisen | Meeta Shetty |
| ISIN Code | INF174KA1PW4 | INF277K016A9 |
| 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 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% 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) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.21% | -1.75% |
| 6 Month | -5.21% | -3.85% |
| 1 Year | -2.41% | -0.76% |
| 3 Year | - | 21.33% |
| 5 Year | - | 14.24% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.86% | -3.47% |
| 1 Year | -2.11% | -0.84% |
| 3 Year | - | 14% |
| 5 Year | - | 15.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 9.14% | 7.74% |
| 3 Year | - | 18.94% |
| 5 Year | - | 15.54% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.23% |
| Sharp | - | 0.98% |
| Beta | - | 0.92% |
| Alpha | - | 1.32% |
Fund Managers
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Name | Abhishek Bisen | Meeta Shetty |
| Total AUM | ₹0 Cr | ₹17847 Cr |
| Funds Managed | 33 | 5 |
| Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 16.88 | 2.84 |
| Large Cap | 26.64 | 19.92 |
| Mid Cap | 31.17 | 40.02 |
| Small Cap | 25.31 | 37.23 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.72 | 1.31 |
| Basic Materials | 3.28 | 3.68 |
| Healthcare | 93 | 95 |
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