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Kotak Healthcare Fund vs Tata India Pharma & Healthcare Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon Tata India Pharma & 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) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Fund Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹416 Cr ₹1208 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 28 Dec 2015
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI Nifty Pharma TRI
Turn Over % 26.49%
Expense Ratio 2.39 2.14
Manager Abhishek Bisen Meeta Shetty
ISIN Code INF174KA1PW4 INF277K016A9
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 Tata India Pharma & Heathcare Fund - Growth charges 0.25% 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) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Month 4.95% 5.08%
6 Month -6.7% -6.68%
1 Year 14.42% 15.91%
3 Year - 18.52%
5 Year - 22.13%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month -2.57% -1.3%
1 Year 0.37% 1.32%
3 Year - 24.14%
5 Year - 19.77%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 31.01% 7.82%
3 Year - 17.79%
5 Year - 14.55%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation - 16.538%
Sharp - 0.681%
Beta - 0.969%
Alpha - 0.018%

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Fund Managers

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Name Abhishek Bisen Meeta Shetty
Total AUM ₹0 Cr ₹17847 Cr
Funds Managed 33 5
Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 4.18 5.06
Small Cap 31.72 27.82
Large Cap 37.08 35.26
Mid Cap 27.03 31.87

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 1.76 4.34
Basic Materials 2.58 2.22
Healthcare 95.66 93.44

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