Kotak Healthcare Fund Direct Growth
3Y Annualised
%
-0.87% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-7.86%
-0.87% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
6 years 4 months
9 years 7 months
Fund info
Fund size
₹415.85 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
For redemption / switch out within 30 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 30 days from the date of allotment: NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Pharma Fund - Direct Plan - Bonus Plan
2nd
Nippon India Pharma Fund - Direct Plan - Growth Plan
3rd
Nippon India Pharma Fund - Bonus
4th
Nippon India Pharma Fund - Growth
5th
Aditya Birla Sun Life Pharma & Healthcare Fund Direct Reinvestment Inc Dist cum Cap Wdrl
88th
Kotak Healthcare Fund Direct Growth
Fund Managers
About Kotak Healthcare Fund Direct Growth
Kotak Healthcare Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 1 years, having been launched on 2023-12-11. Kotak Healthcare Fund Direct Growth has ₹415.85 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Kotak Healthcare Fund Direct Growth as of Tue Mar 11 2025 is ₹12.365. The fund has an expense ratio of 0.78%, which is medium comparable to most other Equity funds.
Kotak Healthcare Fund Direct Growth returns for the last 1 year are 9.03%. Since launch, it has delivered 18.09% average annual returns.
The Kotak Healthcare Fund Direct Growth has the majority of its money invested in Healthcare sectors.
Top 5 Holdings of Kotak Healthcare Fund Direct Growth.
- Sun Pharmaceuticals Industries Ltd: 15.94%
- Cipla Ltd: 6.12%
- Divi's Laboratories Ltd: 4.83%
- Max Healthcare Institute Ltd Ordinary Shares: 4.26%
- J.B. Chemicals & Pharmaceuticals Ltd: 4.03%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2023-12-11 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Healthcare Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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Can I invest in SIP and a Lump Sum of Kotak Healthcare Fund Direct Growth?
