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Kotak Healthcare Fund - Direct Plan - IDCW Option
Kotak Mahindra Mutual Fund · Equity · Sectoral/ Thematic
₹16.75
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.
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Kotak Healthcare Fund - Direct Plan - IDCW Option
The current NAV (Net Asset Value) of Kotak Healthcare Fund - Direct Plan - IDCW Option is ₹16.75. NAV is updated every business day after market close by AMFI.
1Y: 17.91%
Expense ratio data is not yet available.
Kotak Healthcare Fund - Direct Plan - IDCW Option is managed by Kotak Mahindra Mutual Fund.
Kotak Healthcare Fund - Direct Plan - IDCW Option is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Kotak Healthcare Fund - Direct Plan - IDCW Option is a Sectoral/ Thematic fund. SIP suitability depends on your investment goal and risk profile.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.