Kotak Healthcare Fund vs Tata India Pharma & Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
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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