Kotak Healthcare Fund Regular Growth
3Y Annualised
N/A
0.46% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.92%
0.46% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 9 months
4 years 2 months
9 years 7 months
Fund info
Fund size
₹434.55 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
For redemption / switch out within 30days from the date of allotment: 0.5% If units are redeemed or switched outon or after 30 days from the date ofallotment: NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Axis NIFTY Healthcare ETF
2nd
Mirae Asset Healthcare Fund Direct Growth
3rd
Mirae Asset Healthcare Fund Direct Payout of Income Distribution cum capital withdrawal
4th
Mirae Asset Healthcare Fund Direct Reinvestment of Income Distribution cum capital withdrawal
5th
Mirae Asset Healthcare Fund Regular Reinvestment of Income Distribution cum capital withdrawal
30th
Kotak Healthcare Fund Regular Growth
Fund Managers
About Kotak Healthcare Fund Regular Growth
Kotak Healthcare Fund Regular 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 Regular Growth has ₹434.55 Cr worth of assets under management (AUM) as of Sat Jul 05 2025. The latest Net Asset Value (NAV) of Kotak Healthcare Fund Regular Growth as of Fri Jul 04 2025 is ₹13.624. The fund has an expense ratio of 2.4%, which is medium comparable to most other Equity funds.
Kotak Healthcare Fund Regular Growth returns for the last 1 year are 15.68%. Since launch, it has delivered 21.87% average annual returns.
The Kotak Healthcare Fund Regular Growth has the majority of its money invested in Healthcare sectors.
Top 5 Holdings of Kotak Healthcare Fund Regular Growth.
- Sun Pharmaceuticals Industries Ltd: 15.44%
- Max Healthcare Institute Ltd Ordinary Shares: 7.90%
- Divi's Laboratories Ltd: 6.09%
- Cipla Ltd: 5.06%
- Jubilant Pharmova Ltd: 3.78%
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 Regular 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 Regular Growth?
