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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 | SBI Energy Opportunities Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | Kotak MF |
| Category | Equity - Sectoral Fund - Energy & Power | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹10.78 (03 Nov 2026) | ₹17.64 (03 Nov 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY ENERGY - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Raj Gandhi | Dhananjay Tikariha |
| Inception | 26 Feb 2024 | 11 Dec 2023 |
| Returns | ||
| 1Y | -3.37% | 23.77% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 2.85% | 21.63% |
| Risk | ||
| 17.26 | 14.88 | |
| 0.94 | 0.99 | |
| -0.07 | 1.02 | |
| 4.13 | 3.82 | |
| -0.13 | 2.12 | |
| -12.32% | -11.03% | |
| Costs | ||
| Expense Ratio | 0.91% | 1.03% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹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
SBI MF100%
Kotak MF100%
0.0%Only 0.0% of holdings by weight are common between SBI MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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