Kotak Healthcare IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Healthcare IDCW Reinvest Direct Plan

NAV
₹13.2990
+0.48%
(29 May)
AUM
414 Cr
TER
0.8%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.0%
+5.2%
-2.4%
-2.4%
-2.4%
3Y
NA
+35.4%
+37.0%
+37.0%
+37.0%
5Y
NA
+39.6%
+34.9%
+34.9%
+34.9%
ALL
+21.1%
+13.2%
+12.2%
+12.2%
+12.2%
VOL
15.7%
21.9%
20.4%
20.4%
20.4%
TER
0.8%
1.0%
0.8%
0.8%
0.8%
AUM
₹414 Cr
₹2,392 Cr
₹5,035 Cr
₹5,035 Cr
₹5,035 Cr
INFO
1.34
0.60
0.60
0.60
0.60
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Healthcare IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Sun Pharmaceuticals Industries Ltd
17.7%
Max Healthcare Institute Ltd Ordinary Shares
8.1%
Cipla Ltd
6.4%
Divi's Laboratories Ltd
5.3%
J.B. Chemicals & Pharmaceuticals Ltd
3.7%
Lupin Ltd
3.6%
Aurobindo Pharma Ltd
3.6%
Apollo Hospitals Enterprise Ltd
3.4%
Torrent Pharmaceuticals Ltd
3.4%
Jubilant Pharmova Ltd
3.0%
Top industry exposure
Healthcare
96.0%
Basic Materials
2.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
36%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The investment objective of the scheme is to seek to generate long term capital appreciation through investing in equity and equity related securities of companies benefitting directly or indirectly Pharma, Healthcare, and allied sectors. However, there is no assurance that the objective of the scheme will be achieved .
Fund manager(s)
Abhishek Bisen
Shibani Kurian
Dhananjay Tikariha

FAQs