- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Healthcare Fund (G)
Kotak Healthcare Fund (G)
₹ 13.69
NAV (Sep 10)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.69
NAV (Sep 10)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 36.9% |
6 Month CAGR | 21.8% |
Scheme Information
The scheme is to seek to generate long term capital appreciation through investing in equity and equity related securities of companies benefitting directly or indirectly Pharma, Healthcare, and allied sectors.
Expense Ratio | 2.39 |
Launched (0y ago) | 2.39 |
AUM in Crores | 374.6 |
ISIN | INF174KA1PW4 |
Lock-in | |
Benchmark | NIFTY Healthcare Total Return Index. |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Healthcare Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Sun Pharmaceutical Industries Ltd.
15.2%Cipla Ltd.
8.3%Zydus Lifesciences Ltd.
6.5%Divi's Laboratories Ltd.
5.2%Dr. Reddy's Laboratories Ltd.
4.9%Allocation by Sector
Healthcare
98.24%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.399% | 13.164% | ||
13.184% | 7.967% | ||
- | 5.588% | ||
6.204% | 6.909% | ||
5.687% | 7.299% |
Kotak Healthcare Fund (G) Review
Kotak Healthcare Fund (G) is a Equity Equity fund and has delivered an annualised return of 36.9% over a period of 0 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Kotak Healthcare Fund (G) as of 9/10/2024 is ₹13.69 with the total AUM as of 9/11/2024 is ₹374.5681. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Healthcare Fund (G) was launched on 2023-12-11. The category risk of the fund is null.
The minimum SIP amount for Kotak Healthcare Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Healthcare Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Healthcare Total Return Index..
Kotak Healthcare Fund (G) is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Healthcare Fund (G).
Frequently Asked Questions
What is Kotak Healthcare Fund (G)?
How to invest in Kotak Healthcare Fund (G)?
You can invest in Kotak Healthcare Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Healthcare Fund (G)?
The minimum sip amount for Kotak Healthcare Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Healthcare Fund (G) good to invest in?
As per Scripbox experts, Kotak Healthcare Fund (G) is a fund. You can investKotak Healthcare Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Healthcare Fund (G)?
The expense ratio of the Kotak Healthcare Fund (G) is 2.39% for regular plan.