Kotak Healthcare Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Kotak Healthcare Fund - Regular Plan - Growth is ₹11.24.
It is better to invest in a fund with a longer track record as Kotak Healthcare Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Healthcare Index - TRI, as the Funds portfolio is similar to its benchmark.
Kotak Healthcare Fund - Regular Plan - Growth fund’s expense ratio is 2.37%
The process for redemption is
The AUM of Kotak Healthcare Fund - Regular Plan - Growth is currently ₹284 Crores.
The Top three stocks are Sun Pharma Inds., Cipla and Dr. Reddys Lab and account for 32% of its portfolio. Top 5 and 10 stocks of fund account for 44% and 62% of fund’s portfolio respectively.
Top three sectors of Kotak Healthcare Fund - Regular Plan - Growth fund are Healthcare, Miscellaneous and BFSI accounting for 100% of the total portfolio.
Since this is a Equity - Sectoral Fund - Pharma & Health Care it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Healthcare Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Pharma & Health Care.
Shibani Kurian and Dhananjay Tikariha manage the Kotak Healthcare Fund - Regular Plan - Growth Fund.
Kotak Healthcare Fund - Regular Plan - Growth current PE ratio is 49.96 and PB ratio is 6.70
The asset allocation of Kotak Healthcare Fund - Regular Plan - Growth is Stocks : 94.06%, Debt : 5.97% and Gold : 0%
The minimum SIP amount for Kotak Healthcare Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Healthcare Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days