Aditya Birla Sun Life Pharma and Healthcare Fund vs Kotak Healthcare Fund compare

Link copied to clipboard!

tortoise-icon Kotak Healthcare Fund - Regular (G)

Invest Now

tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹288 Cr ₹704 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 05 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 2.37
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174KA1PW4 INF209KB1N91
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Month 5.82% 5.81%
6 Month 17.39% 18.62%
1 Year - 52.25%
3 Year - 17.32%
5 Year - 25.87%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month - -
1 Year 4.82% 17.07%
3 Year 4.82% 41.28%
5 Year 4.82% 69.6%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 4.64% 22.24%
3 Year 4.64% 45.6%
5 Year 4.64% 68.38%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation - 14.83%
Sharp - 0.61%
Beta - 0.96%
Alpha - 0.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 51.29 41.66
Mid Cap 22.8 36.37
Others 3.31 3.28
Small Cap 24.27 18.68

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Pharmaceuticals & Biotechnology 79.49 -
Healthcare Services 17.64 -
Others 3.31 2.25
Insurance 1.23 1.86
Healthcare - 93.86
Services - 1.03
Chemicals - 0.99

Top Comparisons

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns28.84%

VS

HDFC Small Cap Fund - Growth Option HDFC Small Cap Fund - Growth Option

3Y Returns27.36%

Compare Now

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns9.24%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.95%

Compare Now

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns5.41%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns5.31%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns5.55%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns5.41%

Compare Now
Request call back
Add to Cart Successfully