Kotak Healthcare Fund vs DSP Healthcare Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon DSP Healthcare Fund - Regular Plan - 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) 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) ₹288 Cr ₹2480 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Dec 2023 05 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 2
Manager Abhishek Bisen Jay Kothari
ISIN Code INF174KA1PW4 INF740KA1LD8
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 1 month./365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
1 Month 5.82% 5.6%
6 Month 17.39% 17.12%
1 Year - 51.29%
3 Year - 19.09%
5 Year - 31.82%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
6 Month - -
1 Year 4.82% 14.37%
3 Year 4.82% 39.66%
5 Year 4.82% 80.14%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
1 Year 4.64% 27.26%
3 Year 4.64% 54.74%
5 Year 4.64% 80.96%

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%

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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 14.72
Small Cap 24.27 33.99
Large Cap 51.29 27.29
Mid Cap 22.8 24

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

DSP Healthcare Fund - Regular Plan - Growth

Others 3.31 1.25
Pharmaceuticals & Biotechnology 79.49 -
Healthcare Services 17.64 -
Insurance 1.23 1.61
Healthcare - 96.26
Financial - 0.88

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