SBI Healthcare Opportunities Fund vs Kotak Healthcare 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) ₹288 Cr ₹2760 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Dec 2023 14 Jul 1999
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark NIFTY Healthcare TRI BSE Healthcare
Turn Over % 32%
Expense Ratio 2.39 2
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174KA1PW4 INF200K01446
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Month 5.82% 5.72%
6 Month 17.39% 15.48%
1 Year - 45.23%
3 Year - 20.72%
5 Year - 29.9%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
6 Month - -
1 Year 4.82% 15.2%
3 Year 4.82% 44.51%
5 Year 4.82% 82.64%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
1 Year 4.64% 26.36%
3 Year 4.64% 56.74%
5 Year 4.64% 84.57%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) SBI Healthcare Opportunities Fund - Regular Plan -Growth
Standard Deviation - 14.02%
Sharp - 0.78%
Beta - 0.87%
Alpha - 3.06%

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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

Large Cap 51.29 34.06
Mid Cap 22.8 29.49
Others 3.31 8.64
Small Cap 24.27 27.81

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

SBI Healthcare Opportunities Fund - Regular Plan -Growth

Pharmaceuticals & Biotechnology 79.49 -
Healthcare Services 17.64 -
Others 3.31 3.46
Insurance 1.23 -
Healthcare - 92.23
Chemicals - 4.31

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