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Kotak Healthcare Fund Growth Return

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This Fund:
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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

2.56

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(%)
1M5.780.4910.13
6M21.712.2389.99
1Y19.404.65157.07
3Y0.0013.46299.60

Portfolio Analysis

  • Equity: 98.87%
  • Debt: 1.13%
  • Others
As on: 2026-05-31
View allocation % by

1. SUN PHARMACEUTICAL INDUSTRIES LTD.13.01%
2. JB Chemicals & Pharmaceuticals Ltd.6.23%
3. Divis Laboratories Ltd.5.95%
4. Cipla Ltd.5.00%
5. Ami Organics Ltd4.92%
6. MANKIND PHARMA LTD3.18%
7. SAI LIFE SCIENCES LIMITED2.90%
8. Lupin Ltd.2.63%
9. ANTHEM BIOSCIENCES LTD2.44%
10. JUBILANT PHARMOVA LIMITED2.40%
11. Aurobindo Pharma Ltd.2.29%
12. Ajanta Pharma Ltd.2.20%
13. Marksans Pharma Ltd2.20%
14. Glenmark Pharmaceuticals Ltd2.03%
15. Gland Pharma Limited2.01%
16. Laurus Labs Ltd1.95%
17. Alkem Laboratories Ltd.1.86%
18. RUBICON RESEARCH LIMITED1.80%
19. ORCHID PHARMA LIMITED1.70%
20. CORONA REMEDIES LIMITED1.65%
21. EMCURE PHARMACEUTICALS LIMITED1.51%
22. Zydus Lifesciences Ltd.1.35%
23. INNOVA CAPTABS LTD1.17%

1. Max Healthcare Institute Ltd.5.43%
2. Fortis Healthcare India Ltd4.31%
3. PARK MEDI WORLD LIMITED (PARK HOSPITAL)4.20%
4. KRISHNA INSTITUTE OF MEDICAL3.12%
5. Apollo Hospitals Enterprise Ltd.2.92%
6. RAINBOW CHILDRENS MEDICARE LTD1.48%
7. YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD1.28%
8. DR.Lal Pathlabs Ltd1.26%
9. METROPOLIS HEALTHCARE LTD.1.09%

1. LAXMI DENTAL LIMITED1.18%

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 2.56. 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
Tata India Innovation Fund Growth01385.82 CR2.29
Helios Financial Services Fund Growth0200.28 CR2.51
Kotak Healthcare Fund Growth0560.17 CR2.56
HDFC Defence Fund Growth510529.25 CR1.8
Nippon India Taiwan Equity Fund Growth31256.27 CR2.6
Fund Name1Y3Y
This FundTata India Innovation Fund Growth-0.12710
This FundHelios Financial Services Fund Growth-0.77190
This FundKotak Healthcare Fund Growth19.40290
This FundHDFC Defence Fund Growth13.5039183.2066
This FundNippon India Taiwan Equity Fund Growth153.5861283.3494

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 : 5.78%
  • 6 Months : 21.71%
  • 1 Year : 19.40%
  • 3 Years : 0.00%
Returns of Kotak Healthcare Fund Growth are updated daily based on NAV of ₹ 16.124 as on Jul 10,2026. 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 ₹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.