- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata India Pharma & Healthcare Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
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) | ₹416 Cr | ₹1208 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 | 2.14 |
| Manager | Abhishek Bisen | Meeta Shetty |
| ISIN Code | INF174KA1PW4 | INF277K016A9 |
| 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 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% 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) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 7.91% | 7.78% |
| 6 Month | -9.15% | -8.77% |
| 1 Year | 12.57% | 14.26% |
| 3 Year | - | 18.94% |
| 5 Year | - | 27.67% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -6.13% | -5.45% |
| 1 Year | -0.19% | -0.3% |
| 3 Year | - | 23.71% |
| 5 Year | - | 19.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 31.01% | 7.82% |
| 3 Year | - | 17.79% |
| 5 Year | - | 14.55% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 16.538% |
| Sharp | - | 0.681% |
| Beta | - | 0.969% |
| Alpha | - | 0.018% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 4.18 | 5.06 |
| Small Cap | 31.72 | 27.82 |
| Large Cap | 37.08 | 35.26 |
| Mid Cap | 27.03 | 31.87 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.76 | 4.34 |
| Basic Materials | 2.58 | 2.22 |
| Healthcare | 95.66 | 93.44 |
Top Comparisons
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns15.9%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns6.94%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns6.93%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.66%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns17.02%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns13.01%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns16.16%
