Compare Kotak Healthcare Fund vs SBI Healthcare Opportunities Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.34
1.93
NAV
₹13.70
₹429.14
Fund Started
20 Nov 2023
04 Jun 1999
Fund Size
₹485.24 Cr
₹4076.67 Cr
Exit Load
0.5% for redemption within 30 Days
Exit load of 0.50% if redeemed within 15 days
1 Year
13.10%
9.15%
3 Year
-
26.00%
5 Year
-
17.02%
Equity
98.25%
98.53%
Cash
1.75%
1.39%
Top 10 Holdings
Sun Pharmaceutical Industries Ltd. | 12.37% |
Max Healthcare Institute Ltd. | 6.89% |
JB Chemicals & Pharmaceuticals Ltd. | 6.67% |
Divi's Laboratories Ltd. | 6.03% |
Fortis Healthcare Ltd. | 4.91% |
Lupin Ltd. | 4.53% |
Cipla Ltd. | 4.40% |
Acutaas Chemicals Ltd. | 3.81% |
Apollo Hospitals Enterprise Ltd. | 3.08% |
Jubilant Pharmova Ltd. | 3.05% |
Sun Pharmaceutical Industries Ltd. | 10.02% |
Divi's Laboratories Ltd. | 6.96% |
Apollo Hospitals Enterprise Ltd. | 5.46% |
Max Healthcare Institute Ltd. | 5.01% |
Lupin Ltd. | 4.73% |
Acutaas Chemicals Ltd. | 4.50% |
Torrent Pharmaceuticals Ltd. | 4.14% |
Aether Industries Ltd. | 3.67% |
Biocon Ltd. | 3.60% |
Aster DM Healthcare Ltd. | 3.47% |
Name
-
-
Start Date
-
-
Description
The scheme is to seek to generate long term capital appreciation through investing in equity and equity related securities of companies benefitting directly or indirectly Pharma, Healthcare, and allied sectors.
The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.
Launch Date
20 Nov 2023
04 Jun 1999
