UTI Healthcare Fund vs Kotak Healthcare Fund compare

Link copied to clipboard!

tortoise-icon Kotak Healthcare Fund - Regular (G)

Invest Now

tortoise-icon UTI Healthcare Fund - Regular Plan - Growth Option

Invest Now

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) ₹0 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 -3.24% -3.23%
6 Month 17.26% 23.82%
1 Year - 44.13%
3 Year - 19.71%
5 Year - 26.97%

SIP Return Analysis

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 45.07%
3 Year - 34.39%
5 Year - 26.61%

Rolling Lumpsum Returns

Scheme Name Kotak Healthcare Fund - Regular (G) UTI Healthcare Fund - Regular Plan - Growth Option
1 Year - 10.93%
3 Year - 15.88%
5 Year - 14.02%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns14.5%

VS

UTI Focused Fund- Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

3Y Returns12.07%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

Compare Now

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns17.44%

VS

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns17.01%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns12.24%

Compare Now
Request call back
Add to Cart Successfully