Kotak Healthcare Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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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)
₹560 Cr
Lock In Period
N/A
Expense Ratio
2.45
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
Summary
Kotak Healthcare Fund Growth NAV is ₹15.494 as of 22 Jun, 2026. Kotak Healthcare Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Healthcare Fund Growth is ₹100. The AUM of Kotak Healthcare Fund Growth is ₹560 Cr. The expense ratio of the fund is 2.45%, and its benchmark is Nifty Healthcare Index. The current exit load of the fund 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 last 1M months, Kotak Healthcare Fund Growth has delivered 2.64% returns.
Kotak Healthcare Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.64 | 0.24 | 13.06 |
| 6M | 16.38 | 1.77 | 125.97 |
| 1Y | 17.54 | 4.54 | 202.92 |
| 3Y | 0.00 | 13.01 | 342.40 |
Portfolio Analysis
- Equity: 98.87%
- Debt: 1.13%
- Others
As on: 2026-05-31
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About Fund Kotak Healthcare Fund Growth
Kotak Healthcare Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹560 Crore. The fund benchmarks its performance against the Nifty Healthcare Index while maintaining an expense ratio of 2.45. 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 |
|---|---|---|---|
| Invesco India Business Cycle Fund Growth | 0 | 1060.87 CR | 2.2 |
| WhiteOak Capital Quality Equity Fund Growth | 0 | 610.99 CR | 2.43 |
| Kotak Healthcare Fund Growth | 0 | 560.17 CR | 2.45 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Business Cycle Fund Growth | 17.0875 | 0 |
| This FundWhiteOak Capital Quality Equity Fund Growth | -4.4412 | 0 |
| This FundKotak Healthcare Fund Growth | 17.5398 | 0 |
| This FundHDFC Defence Fund Growth | 14.9064 | 189.4226 |
| This FundNippon India Taiwan Equity Fund Growth | 198.7903 | 324.3981 |
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 2.45. 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 : 2.64%
- 6 Months : 16.38%
- 1 Year : 17.54%
- 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 ₹560 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.
