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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Bank of India Business Cycle Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Bank of India MF | Kotak MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹9.36 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Alok Singh | Dhananjay Tikariha |
| Inception | 30 Aug 2024 | 11 Dec 2023 |
| Returns | ||
| 1Y | -2.50% | 23.31% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | -3.01% | 21.25% |
| Risk | ||
| 17.13 | 14.88 | |
| 1.07 | 0.99 | |
| -0.35 | 1.02 | |
| 1.86 | 3.82 | |
| -0.56 | 2.12 | |
| -14.89% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.36% | 1.04% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹1,000 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Bank of India…97%
Kotak MF97%
3.0%Only 3.0% of holdings by weight are common between Bank of India MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingBank of India MFKotak MF
Apollo Hospitals Enterprise Ltd.3.36%2.97%
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