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UTI Healthcare Fund vs Kotak Healthcare Fund compare
Kotak Healthcare Fund - Regular (G)
UTI Healthcare Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹416 Cr | ₹1150 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Dec 2023 | 30 Jul 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 | 2.22 |
| Manager | Abhishek Bisen | Kamal Gada |
| ISIN Code | INF174KA1PW4 | INF789F01695 |
| 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 | UTI Healthcare Fund - Growth charges 1.0% 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) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 6.63% | 6.56% |
| 6 Month | -9.53% | -9.09% |
| 1 Year | 10.37% | 17.02% |
| 3 Year | - | 18.9% |
| 5 Year | - | 27.28% |
SIP Return Analysis
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.13% | -4.53% |
| 1 Year | -0.19% | 4.93% |
| 3 Year | - | 26.22% |
| 5 Year | - | 20.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 31.01% | 11.43% |
| 3 Year | - | 16.02% |
| 5 Year | - | 14.18% |
Risk Management
| Scheme Name | Kotak Healthcare Fund - Regular (G) | UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 16.371% |
| Sharp | - | 0.731% |
| Beta | - | 0.958% |
| Alpha | - | 0.84% |
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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 |
| Funds Managed | 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 | 4.18 | 1.35 |
| Small Cap | 31.72 | 43.53 |
| Large Cap | 37.08 | 28.87 |
| Mid Cap | 27.03 | 26.26 |
Sector Allocation
| Scheme Name |
Kotak Healthcare Fund - Regular (G) |
UTI Healthcare Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.76 | 0.45 |
| Basic Materials | 2.58 | 1.33 |
| Healthcare | 95.66 | 98.22 |
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