myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Healthcare

Opening:

20th November 2023

Closing:

4th December 2023

Minimum Investment:

Rs. 5000/- and in multiples of Re. 1

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched-out within 30 days from the date of allotment.

Fund Stats

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.

Benchmark:

NIFTY PHARMA

Fund Manager:

Shibani Sircar Kurian, Dhananjay Tikariha, Abhishek Bisen, Arjun Khanna

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Mirae Asset Healthcare Fund	27.65(6M)	24.31(1Y)
Nippon India Pharma Fund	29.59(6M)	29.68(1Y)

Fund Prognosis

Idea Distiller

A fund with pharma and medical services as the investment universe.

Fund House AAUM:
Rs. 33632410.49 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Nil. Period. What oomph??

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