All comparisons
Head-to-head
Kotak Quant Fund - Direct Plan - GrowthvsSBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth
Side-by-side comparison of Kotak Quant Fund - Direct Plan - Growth and SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sector
Kotak Quant Fund - Direct Plan - Growth
3Y ago₹1.51 L
5Y ago—
sector
SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth
3Y ago₹1.96 L
5Y ago₹2.36 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak Quant Fund - Direct Plan … | SBI HEALTHCARE OPPORTUNITIES FU… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic | Equity Scheme - Sectoral/ Thematic |
| Latest NAV | ₹15.42 | ₹604.8033 |
| Assets managed (AUM) | — | — |
| 1Y return | 3.91% | 23.03% |
| 3Y CAGR | 14.81% | 25.05% |
| 5Y CAGR | — | 18.69% |
| Since inception CAGR | 15.04% | 18.40% |
| Bumpiness · 3Y (annualised σ) | 16.07 | 12.84 |
| Worst drop ever | -22.32% | -30.53% |
| Sharpe · 3Y (rf=6%) | 0.51 | 1.30 |
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