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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 | Union Multicap Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Union MF | Kotak MF |
| Category | Equity - Multi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹17.49 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty500 Multicap 50:25:25 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Harshad Patwardhan | Dhananjay Tikariha |
| Inception | 19 Dec 2022 | 11 Dec 2023 |
| Returns | ||
| 1Y | 2.52% | 23.31% |
| 3Y | 14.16% | — |
| 5Y | — | — |
| Since Inception | 15.56% | 21.25% |
| Risk | ||
| 14.56 | 14.88 | |
| 0.95 | 0.99 | |
| 0.56 | 1.02 | |
| 3.08 | 3.82 | |
| 1.00 | 2.12 | |
| -11.99% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.41% | 1.04% |
| Exit Load | 1% on or before 15D, Nil after 15D | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹250 | ₹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
Union MF96%
Kotak MF96%
3.9%Only 3.9% of holdings by weight are common between Union MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingUnion MFKotak MF
Sun Pharmaceutical Industries Ltd.2.07%13.21%
Sai Life Sciences Ltd.1.86%2.96%
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