EquitySectoral/ ThematicDirect · Growth
Kotak Healthcare Fund - Direct Plan - Growth Option
Kotak Mahindra · Scheme 152214
₹17.34▼ 0.06%NAV · 2026-08-05
Excellent FundScore
AUM
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Expense ratio
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3Y CAGR
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Risk (SEBI)
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Min SIP
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Benchmark
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NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.88% |
| 3 Months | +16.12% |
| 6 Months | +27.83% |
| 1 Year | +23.46% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +23.10% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns100
Consistency50
Risk-adjusted73
Downside protection93
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 1Y return: +23.5%
- ✓ 1Y return vs category: +15.0% vs category avg
- ✓ Alpha vs benchmark: +15.3%
- ✓ Volatility: 15% annualised
- ✓ Max drawdown: -18%
Risk metrics
Sharpe ratio
1.09
Sortino ratio
1.48
Volatility
14.61%
Max drawdown
-18.05%
Downside capture
57.40%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.