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SBI Healthcare Opportunities Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
SBI Healthcare Opportunities Fund - Regular Plan -Growth
Chart Comparison
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) | ₹416 Cr | ₹3522 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 31 Dec 2004 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Healthcare TRI | BSE Healthcare |
| Turn Over | % | 32% |
| Expense Ratio | 2.39 | 1.94 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PW4 | INF200K01446 |
| 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 | SBI Healthcare Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 7.91% | 7.52% |
| 6 Month | -9.15% | -2.02% |
| 1 Year | 12.57% | 19.98% |
| 3 Year | - | 23.23% |
| 5 Year | - | 30.44% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -6.13% | -1.91% |
| 1 Year | -0.19% | 10.16% |
| 3 Year | - | 28.36% |
| 5 Year | - | 22.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 31.01% | 15.04% |
| 3 Year | - | 17.32% |
| 5 Year | - | 12.58% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 14.597% |
| Sharp | - | 0.987% |
| Beta | - | 0.85% |
| Alpha | - | 4.505% |
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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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 4.18 | 6.48 |
| Small Cap | 31.72 | 37.63 |
| Large Cap | 37.08 | 27.87 |
| Mid Cap | 27.03 | 28.02 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
SBI Healthcare Opportunities Fund - Regular Plan -Growth |
|---|---|---|
| Others | 1.76 | 1.8 |
| Basic Materials | 2.58 | 6.85 |
| Healthcare | 95.66 | 91.34 |
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