- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Pharma and Healthcare Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Fund | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹416 Cr | ₹815 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 10 Jul 2019 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 31% |
| Expense Ratio | 2.39 | 2.27 |
| Manager | Abhishek Bisen | Dhaval Joshi |
| ISIN Code | INF174KA1PW4 | INF209KB1N91 |
| 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 | Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - 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) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Month | 7.91% | 7.34% |
| 6 Month | -9.15% | -9.57% |
| 1 Year | 12.57% | 11.15% |
| 3 Year | - | 17.49% |
| 5 Year | - | 24.9% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | -6.13% | -4.4% |
| 1 Year | -0.19% | -0.75% |
| 3 Year | - | 22.76% |
| 5 Year | - | 18.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 31.01% | 29.31% |
| 3 Year | - | 15.89% |
| 5 Year | - | 24.32% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Standard Deviation | - | 16.061% |
| Sharp | - | 0.719% |
| Beta | - | 0.98% |
| Alpha | - | -1.737% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Name | Abhishek Bisen | Dhaval Joshi |
| Total AUM | ₹0 Cr | ₹361932 Cr |
| Funds Managed | 33 | 55 |
| Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
Market Cap
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 4.18 | 6.75 |
| Small Cap | 31.72 | 21.39 |
| Large Cap | 37.08 | 34.78 |
| Mid Cap | 27.03 | 37.07 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.76 | 5.74 |
| Basic Materials | 2.58 | 0.8 |
| Healthcare | 95.66 | 93.46 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.41%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns17.51%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.5%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.66%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns11.63%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns11.77%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns18.45%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns15.34%
