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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 | Nippon India Pharma Fund - Bonus - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Kotak MF |
| Category | Equity - Sectoral Fund - Pharma & Health Care | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹625.46 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | BSE Health Care - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Sailesh Raj Bhan | Dhananjay Tikariha |
| Inception | 01 Jan 2013 | 11 Dec 2023 |
| Returns | ||
| 1Y | 9.05% | 23.31% |
| 3Y | 18.54% | — |
| 5Y | 14.17% | — |
| Since Inception | 17.18% | 21.25% |
| Risk | ||
| 13.08 | 14.88 | |
| 0.88 | 0.99 | |
| 0.87 | 1.02 | |
| -1.08 | 3.82 | |
| 1.85 | 2.12 | |
| -10.38% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.00% | 1.04% |
| Exit Load | 1% on or before 1M, Nil after 1M | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹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
Nippon India …61%
Kotak MF61%
38.8%Only 38.8% of holdings by weight are common between Nippon India Pharma Fund - Bonus - Direct Plan and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingNippon India Pharma Fund - Bonus - Direct PlanKotak MF
Sun Pharmaceutical Industries Ltd.11.71%13.21%
Divi's Laboratories Ltd.7.10%9.35%
Cipla Ltd.6.01%3.26%
Apollo Hospitals Enterprise Ltd.4.89%2.97%
Sai Life Sciences Ltd.3.92%2.96%
Triparty Repo2.81%3.01%
Mankind Pharma Ltd.4.38%2.73%
Max Healthcare Institute Ltd.2.70%3.61%
Gland Pharma Ltd.2.53%3.16%
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