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Fund Facts
  • Name of Fund:
    Kotak Healthcare
  • Opening:
    20th November 2023
  • Closing:
    4th December 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5000/- and in multiples of Re. 1
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched-out within 30 days from the date of allotment.
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Nil. Period. What oomph??