Kotak Healthcare Fund vs DSP Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
DSP Healthcare Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹416 Cr | ₹3198 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 | 1.9 |
Manager | Abhishek Bisen | Jay Kothari |
ISIN Code | INF174KA1PW4 | INF740KA1LD8 |
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 | 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 | -9.04% | -6.61% |
6 Month | -7.42% | -0.59% |
1 Year | 6.69% | 15.26% |
3 Year | - | 21.12% |
5 Year | - | 25.01% |
SIP Return Analysis
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.27% | 7.64% |
3 Year | - | 26.22% |
5 Year | - | 22.47% |
Rolling Lumpsum Returns
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
1 Year | 31.01% | 28.82% |
3 Year | - | 20.72% |
5 Year | - | 27.72% |
Risk Management
Scheme Name | Kotak Healthcare Fund - Regular (G) | DSP Healthcare Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.136% |
Sharp | - | 0.954% |
Beta | - | 0.893% |
Alpha | - | 2.305% |
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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 | 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 |
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