- Mutual Funds
- Kotak Mutual Fund
- Kotak Healthcare Fund (Growth)
Kotak Healthcare Fund (Growth)
₹ 12.366
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.366
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.7% |
6 Month CAGR | 17.5% |
Scheme Information
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 | 307.806 |
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Healthcare Fund (Growth) | 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 pharmaceuticals industries ltd
15%cipla ltd
8.9%zydus lifesciences ltd
6.2%divi's laboratories ltd
5.4%max healthcare institute ltd ordinary shares
5.4%Allocation by Sector
healthcare
96.5%basic materials
1.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12% | 7.9% | ||
12.6% | 14.8% | ||
- | 5.4% | ||
12% | 7.9% | ||
12% | 7.9% |
Kotak Healthcare Fund (G) Review
Kotak Healthcare Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 23% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Shibani Kurian.
Nav of Kotak Healthcare Fund (G) as of 7/25/2024 is ₹12.37 with the total AUM as of 7/26/2024 is ₹307.806. 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)?
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.