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Kotak Mahindra Mutual Fund · Equity: Sectoral-Pharma and Healthcare
Kotak Healthcare Fund - Regular Plan - Growth Option
The investment objective of the scheme is to seek to generate long term capital appreciation through investing in equity and equity related securities of companies benefitting directly or indirectly Pharma, Healthcare, and allied sectors. However, there is no assurance that the objective of the scheme will be achieved .
EquityBenchmark · Nifty Healthcare TRITER · 2.56%Inception · 11-12-2023
NAV
₹16.23
-1.08% · as of 14-10-2026
Since inception
18.56%
CAGR
Benchmark (inception)
14.55%
CAGR
Fund size
₹838 Cr
AUM
Expense ratio
2.56%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +18.56% CAGR vs benchmark +14.55%.
Portfolio
Where the money is invested
Top holdings
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-13.73%
MAX HEALTHCARE INSTITUTE LIMITED EQ5.99%
JB Chemicals & Pharmaceuticals Limited5.45%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-5.33%
Ami Organics Limited5.20%
CIPLA LIMITED EQ NEW FV RS.2/-4.32%
FORTIS HEALTHCARE LIMITED. EQ4.02%
Park Medi World Ltd.3.97%
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-3.38%
YATHARTH HOSPITAL & TRAUMA CARE SERVICES LIMITED EQ3.15%
Sector allocation
Healthcare98.80%
Financial Services0.18%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 18.6% p.a.₹10,000
10 years
Projected value
₹34,84,871
Invested: ₹12,00,000
Gained: ₹22,84,871
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Abhishek Bisen & Mr. Dhananjay Tikariha
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152216
ISIN (Growth)
INF174KA1PW4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Pharma and Healthcare funds
HDFC Pharma And Healthcare Fund Gr
₹20.53
1Y
+19.8%
3Y
+26.9%
5Y
+0.0%
PGIM India Healthcare Fund Reg Gr
₹11.46
1Y
+16.2%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Pharma And Heathcare Fund Reg Plan Gr
₹15.96
1Y
+14.4%
3Y
+0.0%
5Y
+0.0%
Mirae Asset Healthcare Reg Gr
₹43.97
1Y
+13.5%
3Y
+19.5%
5Y
+13.0%
Bajaj Finserv Healthcare Fund REG Gr
₹11.08
1Y
+13.1%
3Y
+0.0%
5Y
+0.0%
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