Kotak Healthcare Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is SUN PHARMACEUTICAL INDUSTRIES LTD with a portfolio weight of 14.88% .
The fund currently owns more than 34 stocks.
The top 10 holdings account for 56.75% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 32.93% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.78% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
14.88%
|
|
| 2 | Health Care |
8.26%
|
|
| 3 | Health Care |
6.16%
|
|
| 4 | Hospitals & Medical Services |
5.15%
|
|
| 5 | Health Care |
4.32%
|
|
| 6 | Pharmaceuticals |
4.32%
|
|
| 7 | Hospitals & Medical Services |
3.86%
|
|
| 8 | Health Care |
3.46%
|
|
| 9 | Pharmaceuticals |
3.26%
|
|
| 10 | Pharmaceuticals |
3.08%
|
|
| 11 | Hospitals & Medical Services |
2.99%
|
|
| 12 | Hospitals & Medical Services |
2.95%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Sectoral/Thematic
Launch Date: 20 Nov 2023
Fund Manager: Mr. Dhananjay Tikariha
Minimum Purchase: ₹100
Exit Load: 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.
Lock-in: 1
Risk: Moderate Risk
Kotak Healthcare Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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