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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 Small Cap Fund - IDCW - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Bank of India MF | Kotak MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹46.30 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Alok Singh | Dhananjay Tikariha |
| Inception | 19 Dec 2018 | 11 Dec 2023 |
| Returns | ||
| 1Y | 16.62% | 23.31% |
| 3Y | 18.60% | — |
| 5Y | 18.42% | — |
| Since Inception | 26.05% | 21.25% |
| Risk | ||
| 20.02 | 14.88 | |
| 0.94 | 0.99 | |
| 0.76 | 1.02 | |
| 6.91 | 3.82 | |
| 1.43 | 2.12 | |
| -16.71% | -11.03% | |
| Costs | ||
| Expense Ratio | 0.73% | 1.04% |
| Exit Load | NIL for 10% of investments and 1% for remaining investments 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…100%
Kotak MF100%
0.0%Only 0.0% 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.
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