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UTI Healthcare Fund vs Kotak Healthcare Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

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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) UTI Healthcare Fund - Regular Plan - Growth Option
Fund Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹416 Cr ₹1150 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 28%
Expense Ratio 2.39 2.22
Manager Abhishek Bisen Kamal Gada
ISIN Code INF174KA1PW4 INF789F01695
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 UTI Healthcare Fund - Growth charges 1.0% 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) UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 1.82% 0.71%
6 Month -3.52% -3.47%
1 Year 14.85% 20.58%
3 Year - 20.15%
5 Year - 21.99%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
6 Month -1.54% -0.9%
1 Year 0.68% 3.76%
3 Year - 25.8%
5 Year - 19.85%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 31.01% 11.43%
3 Year - 16.02%
5 Year - 14.18%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation - 16.371%
Sharp - 0.731%
Beta - 0.958%
Alpha - 0.84%

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Fund Managers

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Name Abhishek Bisen Kamal Gada
Total AUM ₹0 Cr ₹870 Cr
Funds Managed 33 1
Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 4.18 1.35
Small Cap 31.72 43.53
Large Cap 37.08 28.87
Mid Cap 27.03 26.26

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 1.76 0.45
Basic Materials 2.58 1.33
Healthcare 95.66 98.22

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