- 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
UTI Healthcare Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹468 Cr | ₹1102 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 | -3.1% | -3.2% |
| 6 Month | -9.14% | -9.19% |
| 1 Year | -2.68% | 1.14% |
| 3 Year | - | 23.21% |
| 5 Year | - | 14.89% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.21% | -1.39% |
| 1 Year | 2.58% | 3.94% |
| 3 Year | - | 16.63% |
| 5 Year | - | 16.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.14% | 11.5% |
| 3 Year | - | 16.6% |
| 5 Year | - | 14.8% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.68% |
| Sharp | - | 1.05% |
| Beta | - | 0.95% |
| Alpha | - | 0.87% |
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 | 16.88 | 5.11 |
| Large Cap | 26.64 | 19.85 |
| Mid Cap | 31.17 | 35.7 |
| Small Cap | 25.31 | 39.34 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.72 | 0.6 |
| Basic Materials | 3.28 | 0.98 |
| Healthcare | 93 | 98.42 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.65%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns15.06%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns14.48%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns14.33%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns6.81%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Kotak Gold Fund Growth
3Y Returns37.72%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns38.47%
