Kotak Healthcare Fund vs UTI Healthcare Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

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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) UTI Healthcare Fund - Regular Plan - Growth Option
Fund Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹406 Cr ₹1187 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 30 Jul 2005
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 28%
Expense Ratio 2.39 2.25
Manager Abhishek Bisen Kamal Gada
ISIN Code INF174KA1PW4 INF789F01695
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 UTI Healthcare Fund - Growth charges 1.0% 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) UTI Healthcare Fund - Regular Plan - Growth Option
1 Month -3.66% -2.99%
6 Month 11.77% 13.17%
1 Year 27.79% 31.36%
3 Year - 20.3%
5 Year - 25.72%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.37% 24.85%
3 Year - 30.93%
5 Year - 24.08%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Year - 10.93%
3 Year - 15.88%
5 Year - 14.02%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Standard Deviation - 14.3%
Sharp - 0.62%
Beta - 0.94%
Alpha - 0.78%

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Fund Managers

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
Name Abhishek Bisen Kamal Gada
Total AUM ₹0 Cr ₹870 Cr
Fund Manage 33 1
Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 3.31 1.53
Small Cap 24.27 39.04
Large Cap 51.29 32.81
Mid Cap 22.8 26.59

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 3.31 1.53
Pharmaceuticals & Biotechnology 79.49 75.33
Healthcare Services 17.64 21.22
Insurance 1.23 1.04
Healthcare Equipment & Supplies - 0.85

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