Kotak Healthcare Fund - Regular Plan - Growth Option
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 11-12-2023
AUM:
₹ 837.82 Cr
Expense Ratio
2.5552%
Benchmark
Nifty Healthcare TRI
ISIN
INF174KA1PW4
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Abhishek Bisen & Mr. Dhananjay Tikariha
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Healthcare Fund - Regular Plan - Growth Option | 18.8 | - | - |
| NIFTY Healthcare TRI | 7.63 | 20.42 | 13.45 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.261
Last change
0.42 (2.5706%)
Fund Size (AUM)
₹ 837.82 Cr
Performance
18.38% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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 .
Fund Manager
Mr. Abhishek Bisen & Mr. Dhananjay Tikariha
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 13.21 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 9.35 |
| Molbio Diagnostics Limited | 5.08 |
| TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/- | 4.65 |
| Ami Organics Limited | 4.17 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.61 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 3.26 |
| Park Medi World Ltd. | 3.17 |
| GLAND PHARMA LIMITED EQ NEW FV Re.1/- | 3.16 |
| YATHARTH HOSPITAL & TRAUMA CARE SERVICES LIMITED EQ | 3.12 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 95.1 |
| Chemicals | 3.59 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Healthcare Reg Gr | 0.0 |