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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 · 2.54%Inception · 11-12-2023
NAV
₹14.97
-1.01% · as of 29-05-2026
Since inception
17.75%
CAGR
Benchmark (inception)
14.72%
CAGR
Fund size
₹496 Cr
AUM
Expense ratio
2.54%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +17.75% CAGR vs benchmark +14.72%.
Portfolio
Where the money is invested
Top holdings
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-13.91%
JB Chemicals & Pharmaceuticals Limited7.51%
MAX HEALTHCARE INSTITUTE LIMITED EQ6.96%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-6.05%
Ami Organics Limited5.09%
FORTIS HEALTHCARE LIMITED. EQ4.67%
LUPIN LIMITED EQ NEW F.V. RS.2/-4.19%
Park Medi World Limited3.48%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.35%
CIPLA LIMITED EQ NEW FV RS.2/-3.32%
Sector allocation
Healthcare99.13%
Financial Services0.22%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 17.8% p.a.₹10,000
10 years
Projected value
₹33,09,588
Invested: ₹12,00,000
Gained: ₹21,09,588
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
₹19.31
1Y
+19.1%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Pharma and Heathcare Fund Reg Plan Gr
₹14.96
1Y
+15.2%
3Y
+0.0%
5Y
+0.0%
Mirae Asset Healthcare Reg Gr
₹41.80
1Y
+13.6%
3Y
+25.4%
5Y
+14.5%
PGIM India Healthcare Fund Reg Gr
₹10.59
1Y
+10.8%
3Y
+0.0%
5Y
+0.0%
UTI Healthcare Reg Gr
₹307.18
1Y
+10.8%
3Y
+26.7%
5Y
+14.1%
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