Kotak Healthcare Fund – Direct (IDCW)
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.72 %
Expense Ratio
Rating
307
Fund Size (in Cr)
8 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 25% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
13.78
Alpha
3.36
SD
0.53
Beta
1.71
Sharpe
Exit Load
| Exit Load | 1% - For redeemed / switch out within 30 days from the date of allotment. Nil - If units are redeemed or switched out on or after 30 days from the date of allotment. |
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Fund Objective
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 benefiting directly or indirectly Pharma, Healthcare, and allied sectors. However, there is no assurance that the objective of the scheme will be achieved.
Fund Managers
Shibani Kurian - Equity Research - Fund Manager
Before joining Kotak Mahindra Mutual Funds Online in India, Ms Shibani Kurian worked at Dawnay Day AV India Advisors Pvt Ltd and UTI AMC. Shibani Sircar Kurian has over 19 years of extensive experience in the Indian stock market. Over 11 years have been spent at Kotak Mahindra Mutual Funds Online in India Asset Management Company Limited. Her primary responsibilities are heading the equity research team and catering to equity fund management.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 5,703
-
63.5%Fund Size - 5,703
-
40.1%Fund Size - 5,703
-
31.7%Fund Size - 5,703
-
- Equity .
- Sectoral / Thematic .
-
- 430
-
85%Fund Size - 430
-
39.2%Fund Size - 430
-
30.9%Fund Size - 430
-
- Equity .
- Sectoral / Thematic .
-
- 2,738
-
69.6%Fund Size - 2,738
-
35.8%Fund Size - 2,738
-
30.1%Fund Size - 2,738
-
- Equity .
- Sectoral / Thematic .
-
- 4,575
-
69.9%Fund Size - 4,575
-
31.2%Fund Size - 4,575
-
29.2%Fund Size - 4,575
-
- Equity .
- Sectoral / Thematic .
-
- 1,612
-
18.6%Fund Size - 1,612
-
21.5%Fund Size - 1,612
-
18.6%Fund Size - 1,612
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
More Funds from Kotak Mahindra Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 132
-
36.2%Fund Size - 132
-
19.9%Fund Size - 132
-
20.5%Fund Size - 132
-
- Equity .
- Small Cap .
-
- 16,707
-
45.4%Fund Size - 16,707
-
24%Fund Size - 16,707
-
34.4%Fund Size - 16,707
-
- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
-
14.5%Fund Size - 146
-
14%Fund Size - 146
-
- Debt .
- Fixed Maturity Plans .
-
- 802
-
11.2%Fund Size - 802
-
14.5%Fund Size - 802
-
14%Fund Size - 802
-
- Debt .
- Fixed Maturity Plans .
-
- 569
-
11.2%Fund Size - 569
-
14.5%Fund Size - 569
-
14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in Kotak Healthcare Fund – Direct (IDCW) ?
You can invest in Kotak Healthcare Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Healthcare Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Healthcare Fund – Direct (IDCW) ?
The NAV of Kotak Healthcare Fund – Direct (IDCW) is ₹12.7 as of 26 July 2024.
How to redeem Kotak Healthcare Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Healthcare Fund – Direct (IDCW)?
The minimum SIP amount of Kotak Healthcare Fund – Direct (IDCW) is ₹100
What are the top sectors Kotak Healthcare Fund – Direct (IDCW) has invested in?
The top sectors Kotak Healthcare Fund – Direct (IDCW) has invested in are
- Pharmaceuticals & Biotech - 76.56%
- Healthcare Services - 17.08%
- Insurance - 3.24%
- Debt - 3.23%
- Cash & Others - -0.11%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Healthcare Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Kotak Healthcare Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Kotak Healthcare Fund – Direct (IDCW) generated ?
The Kotak Healthcare Fund – Direct (IDCW) has delivered 25% since inception
What is the expense ratio of Kotak Healthcare Fund – Direct (IDCW) ?
The expense ratio of Kotak Healthcare Fund – Direct (IDCW) is 0.72 % as of 26 July 2024.
What is the AUM of Kotak Healthcare Fund – Direct (IDCW)?
The AUM of Kotak Healthcare Fund – Direct (IDCW) is ₹3,12,371 Cr as of 26 July 2024
What are the top stock holdings of Kotak Healthcare Fund – Direct (IDCW)?
The top stock holdings of Kotak Healthcare Fund – Direct (IDCW) are
- Sun Pharma.Inds. - 15.02%
- Cipla - 8.9%
- Zydus Lifesci. - 6.25%
- Max Healthcare - 5.44%
- Divi's Lab. - 5.38%
How can I redeem my investments in Kotak Healthcare Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Healthcare Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Healthcare Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.