EquitySectoral/ ThematicDirect · Growth
Kotak Healthcare Fund - Direct Plan - Growth Option
Kotak Mahindra · Scheme 152214
₹17.52▲ 0.67%NAV · 2026-09-18
Excellent FundScore
AUM
₹682 cr
Expense ratio
1.09%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Abhishek BisenExit load: 0.5% for redemption within 30 Days
Excellent · 87/100
A standout fund on our data — strong across almost every dimension.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓1Y return: +25.1%
- ✓Alpha vs benchmark: +15.9%
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
FundScore breakdown
87/100 · Excellent
Returns
Excellent
Consistency
Average
Risk-adjusted
Strong
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.