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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 | Carnelian Small Cap Fund - Regular Plan - IDCW | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Carnelian MF | Kotak MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹10.16 (12 Nov 2026) | ₹18.77 (12 Nov 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Deepak Malik | Dhananjay Tikariha |
| Inception | 05 Nov 2026 | 11 Dec 2023 |
| Returns | ||
| 1Y | — | 32.92% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 0.73% | 23.77% |
| Risk | ||
| — | 14.88 | |
| — | 0.99 | |
| — | 1.02 | |
| — | 3.82 | |
| — | 2.12 | |
| — | -11.03% | |
| Costs | ||
| Expense Ratio | — | 1.03% |
| Exit Load | 1% on or before 365D, NIL after 365D | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹500 | ₹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
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
Category context: Equity vs Equity. Open the full Screener →