Tata India Pharma & Healthcare Fund vs Kotak Healthcare Fund compare

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tortoise-icon Kotak Healthcare Fund - Regular (G)

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tortoise-icon Tata India Pharma & Healthcare 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) 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) ₹288 Cr ₹949 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 2.21
Manager Abhishek Bisen Meeta Shetty
ISIN Code INF174KA1PW4 INF277K016A9
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Month 5.82% 7.23%
6 Month 17.39% 21.76%
1 Year - 52.93%
3 Year - 19.75%
5 Year - 28.8%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month - -
1 Year 4.82% 17.22%
3 Year 4.82% 42.6%
5 Year 4.82% 77.31%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 4.64% 24.61%
3 Year 4.64% 52.38%
5 Year 4.64% 78.63%

Risk Management

Scheme Name Kotak Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation - 14.23%
Sharp - 0.74%
Beta - 0.9%
Alpha - 2.85%

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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
Fund Manage 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 3.31 5.34
Small Cap 24.27 16.33
Large Cap 51.29 38.65
Mid Cap 22.8 39.68

Sector Allocation

Scheme Name

Kotak Healthcare Fund - Regular (G)

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 3.31 3.05
Pharmaceuticals & Biotechnology 79.49 -
Healthcare Services 17.64 -
Insurance 1.23 -
Healthcare - 93.35
Chemicals - 1.31
Services - 2.29

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