- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
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 Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Healthcare Fund vs Aditya Birla Sun Life Pharma and 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 | -9.38% | -6.02% |
| 6 Month | -10.29% | -11.36% |
| 1 Year | 8.2% | 6.93% |
| 3 Year | - | 18.54% |
| 5 Year | - | 19.94% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | -11.68% | -9.31% |
| 1 Year | -9.28% | -8.22% |
| 3 Year | - | 20.17% |
| 5 Year | - | 16.59% |
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 |
| 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 | 4.17842 | 6.75071 |
| Small Cap | 31.71796 | 21.3949 |
| Large Cap | 37.07769 | 34.78122 |
| Mid Cap | 27.02592 | 37.07318 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.75985 | 5.73719 |
| Basic Materials | 2.58117 | 0.79981 |
| Healthcare | 95.65897 | 93.46301 |
Top Comparisons
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns17.26%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns10.95%
Bandhan Small Cap Fund Regular Growth
3Y Returns27.07%
DSP Small Cap Fund - Regular - Growth
3Y Returns17.96%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns12.55%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns16.89%
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns15.11%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.85%
