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Kotak Healthcare  IDCW-P

Kotak Healthcare IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Standard Deviation15.7%
Sharpe Ratio1.30
Beta1.02

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

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

Fund Manager Track Record

AB

Abhishek Bisen

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.

Team

25 years

Combined Team Experience

AUM

₹ 78,973 Cr

Assets Under Management

DT
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

Firm OverviewFirm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)2.6%

iconRegulatory & Tax Information

INF174KA1PX2
verified
ISIN
DailyDealing Frequency
BSE Healthcare PR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)
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