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) ₹288 Cr ₹986 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 05 Aug 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 2.29
Manager Abhishek Bisen Kamal Gada
ISIN Code INF174KA1PW4 INF789F01695
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Month 5.82% 7.57%
6 Month 17.39% 23.58%
1 Year - 53.17%
3 Year - 18.51%
5 Year - 29.33%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.82% 16.08%
3 Year 4.82% 39.42%
5 Year 4.82% 72.32%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Year 4.64% 24.89%
3 Year 4.64% 49.21%
5 Year 4.64% 74.74%

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 2.21
Small Cap 24.27 32.72
Large Cap 51.29 33.75
Mid Cap 22.8 31.32

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

UTI Healthcare Fund - Regular Plan - Growth Option

Others 3.31 0.97
Pharmaceuticals & Biotechnology 79.49 -
Healthcare Services 17.64 -
Insurance 1.23 1.59
Financial - 0.13
Healthcare - 97.31

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