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  • Kotak Mutual Fund
  • Kotak Healthcare Fund (Growth)
Kotak Mutual Fund

Kotak Healthcare Fund (Growth)

EquitySectoral/ Thematic

11.984

NAV (Jul 19)

16.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.984

NAV (Jul 19)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
19.8%
6 Month CAGR
14.3%

Scheme Information

Investment Objective

The investment objective of 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. However,there is no assurance that the objective of the scheme will be achieved .

Expense Ratio
2.39
Launched (1y ago)
Dec 11, 2023
AUM in Crores
288.071
ISIN
INF174KA1PW4
Lock-in
No Lock-in
Benchmark
Nifty Healthcare Index PR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Healthcare Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 22,620 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 432,270 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

13.4%

8.2%

14.6%

16.2%

-

5.4%

13.4%

8.2%

13.4%

8.2%

Kotak Healthcare Fund (G) Review

Kotak Healthcare Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 16.8% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is null.

Nav of Kotak Healthcare Fund (G) as of 7/19/2024 is ₹11.98 with the total AUM as of 7/22/2024 is ₹288.071. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Healthcare Fund (G) was launched on Dec 11, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Healthcare Fund (G) is ₹0 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 Index PR INR.

Kotak Healthcare Fund (G) is rated as a 0 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)?

Kotak Healthcare Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 ₹0. 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 Not Reviewed Yet 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.