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

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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

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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) 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) ₹406 Cr ₹882 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 2.28
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174KA1PW4 INF209KB1N91
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 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 3.6% 1.96%
6 Month 21.09% 15.23%
1 Year 38.87% 35.12%
3 Year - 18.6%
5 Year - 24.38%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month - -
1 Year - 24.92%
3 Year - 29.85%
5 Year - 23.18%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year - 28.8%
3 Year - 15.16%
5 Year - 25.28%

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%

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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

Others 3.31 7.99
Small Cap 24.27 18.91
Large Cap 51.29 41.75
Mid Cap 22.8 31.34

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

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

Others 3.31 7.99
Pharmaceuticals & Biotechnology 79.49 71.97
Healthcare Services 17.64 15.51
Insurance 1.23 3.61
Chemicals & Petrochemicals - 0.91

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