Kotak Healthcare Gr

All Cap

Equity

Health Care

India Super Value

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Kotak Healthcare Fund Growth focuses on Indian healthcare and pharma companies for steady growth.

What This Strategy Does

Kotak Healthcare Reg Gr is an equity thematic fund which captures India's ₹2 trillion healthcare opportunity through concentrated exposure to pharmaceutical and medical equipment companies, deploying capital across the healthcare sector to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

9.5% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Kotak Healthcare Gr

Benchmark Index

Benchmark Performance Comparison

Kotak Healthcare Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation15.7%

Maximum Drawdown-15.2% | Jan 2025

Sharpe Ratio1.30

Beta1.02

Upside Capture95%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides concentrated exposure to India's rapidly growing healthcare sector. This theme capitalizes on rising incomes, increased insurance penetration, and favorable demographics driving long-term demand for quality healthcare services and products.

Portfolio Holdings Overview

SectoralAllocation

Services94.58%

Capital Goods5.42%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Sun Pharmaceuticals Industries LtdServices13.21%

Divi's Laboratories LtdServices9.35%

Molbio Diagnostics LtdServices5.08%

Torrent Pharmaceuticals LtdServices4.65%

Acutaas Chemicals LtdCapital Goods4.17%

Max Healthcare Institute Ltd Ordinary SharesServices3.61%

Cipla LtdServices3.26%

Park Medi World LtdServices3.17%

Gland Pharma LtdServices3.16%

Yatharth Hospital and Trauma Care Services LtdServices3.12%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Abhishek Bisen

Lead Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

Dhananjay Tikariha

Co-Portfolio Manager

Dhananjay Tikariha has experience of 3 years. Manages 12 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹482 Cr

CW Expert Take

Kotak brings banking-grade risk assessment to fund management. Their strength is in identifying mispriced opportunities while maintaining portfolio quality. The equity teams focus on sustainable business models, while their debt strategies emphasize credit selection and liquidity management—reflecting the parent group's risk culture.

25 years

Combined Team Experience

₹ 78,973 Cr

Assets Under Management

Firm Overview

AMCKotak Mahindra Asset Management Co Ltd

Total AUM₹5,80,249.31 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.6%

Exit Load1

Regulatory & Tax Information

INF174KA1PW4

ISIN

DailyDealing Frequency

BSE Healthcare PR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)