DSP Healthcare Fund vs Kotak Healthcare Fund compare

Link copied to clipboard!

tortoise-icon Kotak Healthcare Fund - Regular (G)

Invest Now

tortoise-icon DSP Healthcare Fund - Regular Plan - 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) DSP Healthcare Fund - Regular Plan - Growth
Fund Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹406 Cr ₹3138 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Dec 2023 30 Nov 2018
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 18%
Expense Ratio 2.39 1.92
Manager Abhishek Bisen Jay Kothari
ISIN Code INF174KA1PW4 INF740KA1LD8
Exits Load Kotak Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 DSP Healthcare Fund - Regular Plan - Growth charges 0.5% 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) DSP Healthcare Fund - Regular Plan - Growth
1 Month 4.1% 1.08%
6 Month 18.54% 22.2%
1 Year - 41.82%
3 Year - 22.61%
5 Year - 30.68%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
6 Month - -
1 Year - 35.07%
3 Year - 33.82%
5 Year - 27.43%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
1 Year - 27.85%
3 Year - 20.38%
5 Year - 27.14%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
Standard Deviation - 14.69%
Sharp - 0.76%
Beta - 0.93%
Alpha - 3.36%

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) DSP Healthcare Fund - Regular Plan - Growth
Name Abhishek Bisen Jay Kothari
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 33 20
Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

DSP Healthcare Fund - Regular Plan - Growth

Others 3.31 17.61
Small Cap 24.27 41.87
Large Cap 51.29 22.07
Mid Cap 22.8 18.45

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

DSP Healthcare Fund - Regular Plan - Growth

Others 3.31 17.61
Pharmaceuticals & Biotechnology 79.49 68.54
Healthcare Services 17.64 11.97
Insurance 1.23 1.47
Retailing - 0.41

Top Comparisons

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns10.24%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns21.55%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.37%

VS

LIC MF Liquid Fund-Growth LIC MF Liquid Fund-Growth

3Y Returns6.3%

Compare Now

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.75%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns18.63%

Compare Now

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns6.75%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns6.87%

Compare Now
Request call back
Add to Cart Successfully