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) ₹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 -2.33% -1.29%
6 Month 13.32% 13.84%
1 Year 29.56% 34.18%
3 Year - 20.86%
5 Year - 28.63%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) DSP Healthcare Fund - Regular Plan - Growth
6 Month - -
1 Year 19.37% 27.73%
3 Year - 32.42%
5 Year - 26.22%

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%

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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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