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Kotak Healthcare Fund Growth Return

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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)

₹678 Cr

Lock In Period

N/A

Expense Ratio

2.56

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(%)
1M3.10-0.8216.11
6M29.311.0140.05
1Y17.482.93105.34
3Y0.0010.88199.53

Portfolio Analysis

  • Equity: 98.98%
  • Debt: 1.02%
  • Others
As on: 2026-06-30
View allocation % by

1. SUN PHARMACEUTICAL INDUSTRIES LTD.13.73%
2. JB Chemicals & Pharmaceuticals Ltd.5.45%
3. Divis Laboratories Ltd.5.33%
4. Ami Organics Ltd5.20%
5. Cipla Ltd.4.32%
6. MANKIND PHARMA LTD3.38%
7. SAI LIFE SCIENCES LIMITED2.91%
8. Marksans Pharma Ltd2.41%
9. Ajanta Pharma Ltd.2.37%
10. Aurobindo Pharma Ltd.2.33%
11. Lupin Ltd.2.32%
12. ANTHEM BIOSCIENCES LTD2.27%
13. Laurus Labs Ltd2.24%
14. Gland Pharma Limited2.21%
15. RUBICON RESEARCH LIMITED2.07%
16. JUBILANT PHARMOVA LIMITED1.93%
17. CORONA REMEDIES LIMITED1.74%
18. ORCHID PHARMA LIMITED1.72%
19. Zydus Lifesciences Ltd.1.64%
20. Glenmark Pharmaceuticals Ltd1.62%
21. Alkem Laboratories Ltd.1.56%
22. EMCURE PHARMACEUTICALS LIMITED1.49%
23. INNOVA CAPTABS LTD1.11%

1. Max Healthcare Institute Ltd.5.99%
2. Fortis Healthcare India Ltd4.02%
3. PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.97%
4. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD3.15%
5. KRISHNA INSTITUTE OF MEDICAL3.09%
6. Apollo Hospitals Enterprise Ltd.2.56%
7. RAINBOW CHILDRENS MEDICARE LTD1.46%
8. METROPOLIS HEALTHCARE LTD.1.19%
9. DR.Lal Pathlabs Ltd1.07%

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 ₹678 Crore. The fund benchmarks its performance against the Nifty Healthcare Index while maintaining an expense ratio of 2.56. 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
Helios Financial Services Fund Growth0200 CR2.51
Axis Services Opportunities Fund Growth01,625 CR2.12
Kotak Healthcare Fund Growth0678 CR2.56
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundHelios Financial Services Fund Growth-1.99310
This FundAxis Services Opportunities Fund Growth-0.5020
This FundKotak Healthcare Fund Growth17.4850
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 2.56. 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 : 3.10%
  • 6 Months : 29.31%
  • 1 Year : 17.48%
  • 3 Years : 0.00%
Returns of Kotak Healthcare Fund Growth are updated daily based on NAV of ₹ 16.51 as on Jul 31,2026. 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 ₹678 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.