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Kotak Healthcare Fund-Reg(G)

FAQ : Kotak Healthcare Fund - Regular Plan - Growth

Kotak Healthcare Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 27.72 N/A N/A N/A
Average Rolling Returns(%) 12.25 N/A N/A N/A

The Current NAV of Kotak Healthcare Fund - Regular Plan - Growth is ₹17.24.

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. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Kotak Healthcare Fund - Regular Plan - Growth fund’s expense ratio is 1.98%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Healthcare Fund - Regular Plan - Growth is currently ₹825 Crores.

The Top three stocks are Sun Pharma. Inds., Divis Laboratories and Molbio Diagnostics and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 36% and 53% of fund’s portfolio respectively.

Top three sectors of Kotak Healthcare Fund - Regular Plan - Growth fund are Healthcare, Chemicals and Miscellaneous accounting for 100% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.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.

Dhananjay Tikariha and Abhishek Bisen manage the Kotak Healthcare Fund - Regular Plan - Growth Fund.

Kotak Healthcare Fund - Regular Plan - Growth current PE ratio is 60.15 and PB ratio is 8.55

The asset allocation of Kotak Healthcare Fund - Regular Plan - Growth is Stocks : 98.69%, Debt : 1.30% 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 0.50% on or before 30 days, Nil after 30 days