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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 | Invesco India Focused Fund - Growth - Direct Plan | Kotak Healthcare Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Invesco MF | Kotak MF |
| Category | Equity - Focused Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹34.74 (12 Nov 2026) | ₹18.77 (12 Nov 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | BSE 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Taher Badshah | Dhananjay Tikariha |
| Inception | 29 Sep 2020 | 11 Dec 2023 |
| Returns | ||
| 1Y | 15.68% | 33.42% |
| 3Y | 22.97% | — |
| 5Y | 15.34% | — |
| Since Inception | 22.55% | 24.02% |
| Risk | ||
| 17.24 | 14.88 | |
| 1.12 | 0.99 | |
| 0.79 | 1.02 | |
| 13.06 | 3.81 | |
| 1.57 | 2.12 | |
| -12.90% | -11.03% | |
| Costs | ||
| Expense Ratio | 0.69% | 1.03% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹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
Invesco MF100%
Kotak MF100%
0.0%Only 0.0% of holdings by weight are common between Invesco MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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