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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹442 Cr
Lock In Period
N/A
Expense Ratio
2.34
Benchmark
Nifty Healthcare Index
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.
Summary
Latest details for Kotak Healthcare Fund Growth include a ₹14.081 NAV as of Apr 30,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Healthcare Fund Growth AUM is ₹442 Cr, with a lock-in of N/A years, expense ratio of 2.34%, and benchmark Nifty Healthcare Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 7.09% returns, against a category average of 1.92% and a category best of 29.18%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 7.09 | 1.92 | 29.18 |
| 6M | 2.68 | 1.40 | 94.96 |
| 1Y | 8.42 | 5.50 | 250.28 |
| 3Y | 0.00 | 13.62 | 357.99 |
Portfolio Analysis
- Equity: 99.35%
- Debt: 0.65%
- Others
As on: 2026-03-31
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About Fund
Kotak Healthcare Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹442 Crore. The fund benchmarks its performance against the Nifty Healthcare Index while maintaining an expense ratio of 2.34. Under the expert guidance of Dhananjay Tikariha ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Dhananjay Tikariha
Mr. Dhananjay Tikariha has done B.Tech, M. Tech from IIT Madras and PGDM (Finance & Marketing) from IIM Lucknow. Prior to joining Kotak Mahindra Mutual Fund, he has worked with IDFC First Bank.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSamco Special Opportunities Fund Growth | 0 | 110.04 CR | 2.41 |
| This FundQuant BFSI Fund Growth | 0 | 672.83 CR | 2.35 |
| This FundKotak Healthcare Fund Growth | 0 | 442.28 CR | 2.34 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1798.21 CR | 2.1 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 599.16 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSamco Special Opportunities Fund Growth | 5.7915 | 0 |
| This FundQuant BFSI Fund Growth | 21.3382 | 0 |
| This FundKotak Healthcare Fund Growth | 8.4155 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 12.5689 | 105.1095 |
| This FundNippon India Taiwan Equity Fund Growth | 245.4654 | 339.3034 |
FAQs
Kotak Healthcare Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Healthcare Fund Growth is 2.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Healthcare Fund Growth’s fund performance is as follows:
- 1 Month : 7.09%
- 6 Months : 2.68%
- 1 Year : 8.42%
- 3 Years : 0.00%
You can invest in Kotak Healthcare Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Healthcare Fund Growth is ₹442 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Healthcare Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500