Kotak Healthcare Fund vs SBI Healthcare Opportunities Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon SBI Healthcare Opportunities 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) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Fund Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹406 Cr ₹3416 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 31 Dec 2004
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 32%
Expense Ratio 2.39 1.95
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174KA1PW4 INF200K01446
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 SBI Healthcare Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Month -3.66% -2.13%
6 Month 11.77% 14.55%
1 Year 27.79% 30.1%
3 Year - 23.13%
5 Year - 27.58%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month - -
1 Year 19.37% 23.89%
3 Year - 31.58%
5 Year - 25.73%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year - 14.51%
3 Year - 17.07%
5 Year - 12.42%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation - 14.02%
Sharp - 1.04%
Beta - 0.8%
Alpha - 5.51%

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Fund Managers

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Fund Manage 33 43
Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 3.31 7.82
Small Cap 24.27 37.28
Large Cap 51.29 30.06
Mid Cap 22.8 24.84

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Others 3.31 7.82
Pharmaceuticals & Biotechnology 79.49 57.84
Healthcare Services 17.64 25.46
Insurance 1.23 -
Chemicals & Petrochemicals - 3.5
Healthcare Equipment & Supplies - 5.38

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