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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 | Navi Flexi Cap Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Navi MF | Kotak MF |
| Category | Equity - Flexi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹28.50 (03 Nov 2026) | ₹17.64 (03 Nov 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Rushabh Patel | Dhananjay Tikariha |
| Inception | 09 Jul 2018 | 11 Dec 2023 |
| Returns | ||
| 1Y | 4.57% | 23.77% |
| 3Y | 11.65% | — |
| 5Y | 10.13% | — |
| Since Inception | 13.41% | 21.63% |
| Risk | ||
| 13.34 | 14.88 | |
| 0.92 | 0.99 | |
| 0.39 | 1.02 | |
| 1.59 | 3.82 | |
| 0.71 | 2.12 | |
| -11.61% | -11.03% | |
| Costs | ||
| Expense Ratio | 0.70% | 1.03% |
| Exit Load | Nil | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹100 | ₹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
Navi MF100%
Kotak MF100%
0.0%Only 0.0% of holdings by weight are common between Navi MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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