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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 | LIC MF Flexi Cap Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | LIC MF | Kotak MF |
| Category | Equity - Flexi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹109.07 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Sudhanshu Asthana | Dhananjay Tikariha |
| Inception | 01 Jan 2013 | 11 Dec 2023 |
| Returns | ||
| 1Y | -4.73% | 23.31% |
| 3Y | 10.11% | — |
| 5Y | 8.69% | — |
| Since Inception | 10.48% | 21.25% |
| Risk | ||
| 15.92 | 14.88 | |
| 1.05 | 0.99 | |
| 0.32 | 1.02 | |
| 1.03 | 3.82 | |
| 0.56 | 2.12 | |
| -12.48% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.85% | 1.04% |
| Exit Load | Nil upto 12% on units and 1% on remaining units on or before 3M, Nil after 3M | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹200 | ₹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
LIC MF94%
Kotak MF94%
5.7%Only 5.7% of holdings by weight are common between LIC MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingLIC MFKotak MF
Apollo Hospitals Enterprise Ltd.2.88%2.97%
Sun Pharmaceutical Industries Ltd.2.77%13.21%
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