Kotak Healthcare Fund Direct - Growth
Kotak Healthcare Fund Direct - Growth: Mutual Fund Overview
Kotak Healthcare Fund Direct - Growth is an Sectoral-Pharma mutual fund with over 2.25 years of performance history. The scheme manages an AUM of ₹485.24 Cr and has a NAV of ₹14.212. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 14.93%.
Equity, Sectoral-Pharma, Principal at very high risk
1 Year Return 14.93% at 12 Mar 2026 08:38 PM
Fund Details
NAV 14.212
Sub-Type Sectoral-Pharma
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 2.25
Fund Size(in Crores) 485.24
Fund Performance
1 Month 1.92%
3 Month 2.61%
6 Month 1.24%
1 Year 14.93%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (79%) Market Cap Small Cap 13.12 Large Cap 45.73 Mid Cap 20.15 Top Sectors Financial 22.73 Services 13.99 Insurance 10.7 Healthcare 9.7 Capital Goods 6.51 Consumer Staples 5.04 Automobile 4.14 Energy 3 Materials 2.17 Unclassified 1.03 Top Holding HDFC AMC 2.54 ONGC 3 ICICI Prudential Asset Management Company 1.03 PB Fintech 1.57 HDFC Bank 9.27 Kotak Mahindra Bank 8.47 Eternal 0 Adani Green Energy 6.51 Dabur India 0.93 One97 Communications 2.68 Varun Beverages 2.81 Piramal Finance 8.51 Bajaj Auto 4.14 HDFC Life Insurance 8.63 Adani Enterprises 9.32 Colgate-Palmolive (India) 1.3 Bank Nifty -6.06 Aurobindo Pharma 9.7 Adani Enterprises Ltd. - (Partly Paid-up) 0.42 ICICI Prudential 2.08 Coal India 2.17
Debt & Others (21%) Sector Allocation Treasury Bills 7.46 Net Payables -9.08 Fixed Deposits 22.62 Debt Credit Ratings Debt Category Others 13.54 Reserve Bank of India 7.46
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -9.18% Ret 1Y 3.05% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -9.18% Ret 1Y 3.05% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 3.32% Ret 1Y 45.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 3.32% Ret 1Y 45.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.74%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Arjun Khanna
Education Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Abhishek Bisen
Education Mr. Bisen is a BA and MBA in Finance.
Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Dhananjay Tikariha
Education Mr. Tikariha has done B.Tech, M. Tech from IIT Madras and PGDM (Finance & Marketing) from IIM Lucknow
Experience Prior to joining Kotak Mahindra Mutual Fund, he has worked with IDFC First Bank
Shibani Sircar Kurian
Education Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2023-12-11
Total AUM 595413.8
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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