Kotak Healthcare Fund Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Kotak Healthcare Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹768 Cr

Lock In Period

N/A

Expense Ratio

2.6

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.

Benchmark

Nifty Healthcare Index

Kotak Healthcare Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.92-1.30-3.28
6M24.101.9525.07
1Y22.413.3224.36
3Y0.0013.01116.17

Portfolio Analysis

  • Equity: 99.66%
  • Debt: 0.34%
  • Others
As on: 2026-08-31
View allocation % by

1. SUN PHARMACEUTICAL INDUSTRIES LTD.13.96%
2. Divis Laboratories Ltd.9.25%
3. TORRENT PHARMACEUTICALS LTD.4.75%
4. Ami Organics Ltd3.91%
5. Cipla Ltd.3.67%
6. Gland Pharma Limited3.04%
7. SAI LIFE SCIENCES LIMITED3.04%
8. MANKIND PHARMA LTD2.84%
9. Marksans Pharma Ltd2.51%
10. Laurus Labs Ltd2.49%
11. RUBICON RESEARCH LIMITED2.37%
12. ANTHEM BIOSCIENCES LTD2.33%
13. Ajanta Pharma Ltd.2.11%
14. VIYASH SCIENTIFIC LTD2.01%
15. ORCHID PHARMA LIMITED1.64%
16. CORONA REMEDIES LIMITED1.60%
17. Aurobindo Pharma Ltd.1.57%
18. EMCURE PHARMACEUTICALS LIMITED1.57%
19. Pfizer Ltd.1.16%
20. JUBILANT PHARMOVA LIMITED1.15%
21. Lupin Ltd.1.14%
22. Zydus Lifesciences Ltd.1.13%
23. INNOVA CAPTABS LTD1.08%

1. MOLBIO DIAGNOSTICS LIMITED4.53%
2. Max Healthcare Institute Ltd.4.34%
3. PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.36%
4. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD3.25%
5. Apollo Hospitals Enterprise Ltd.3.25%
6. Fortis Healthcare India Ltd2.95%
7. KRISHNA INSTITUTE OF MEDICAL2.46%
8. RAINBOW CHILDRENS MEDICARE LTD1.29%
9. METROPOLIS HEALTHCARE LTD.1.14%
10. DR.Lal Pathlabs Ltd1.11%

1. JUBILANT INGREVIA LTD.1.49%
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About Fund Kotak Healthcare Fund Growth

Kotak Healthcare Fund Growth managed by Kotak Mahindra Mutual Fund,is a Healthcare & Pharmascheme with Assets Under Management of ₹768 Crore. The fund benchmarks its performance against the Nifty Healthcare Index while maintaining an expense ratio of 2.6. 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 NameRatingsAUMExpense Ratio
Kotak Healthcare Fund Growth0767 CR2.6
SBI Healthcare Opportunities Fund Growth35,796 CR2
HDFC Pharma and Healthcare Fund Growth03,310 CR2.16
Fund Name1Y3Y
This FundKotak Healthcare Fund Growth22.40750
This FundSBI Healthcare Opportunities Fund Growth15.044378.9534
This FundHDFC Pharma and Healthcare Fund Growth21.8377108.6342

Kotak Healthcare Fund Growth 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 2.6. 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 : -3.92%
  • 6 Months : 24.10%
  • 1 Year : 22.41%
  • 3 Years : 0.00%
Returns of Kotak Healthcare Fund Growth are updated daily based on NAV of ₹ 16.47 as on Oct 12,2026. Since inception, the return has been 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 ₹768 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.
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