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Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

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Kotak Healthcare Fund - Direct Plan - IDCW Option

Kotak Mahindra Mutual Fund · Equity · Sectoral/ Thematic

₹16.75

-0.08 (-0.5%) trending_down

AUM: —

NAV updated about 22 hours ago

Plan

Direct

Option

Idcw

Risk

Very High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

0.86

Std Dev (1Y)

13.78%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+2.22%

3m

+17.62%

6m

+28.38%

1y

+17.91%

3y

5y

10y

since inception

+21.77%

rate_review TopFund's Take on Kotak Healthcare Fund - Direct Plan - IDCW Option

Kotak Healthcare Fund - Direct Plan - IDCW Option is a Sectoral/ Thematic fund from Kotak Mahindra Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.86 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 13.78% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Kotak Healthcare Fund - Direct Plan - IDCW Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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