Kotak Healthcare Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
0.18
%
0.18
%
1D
1M
6M
1Y
3Y
All
Fund size
251
NAV:
Mar 7, 2024
11.237
Sector
Tech
Type
Equity
Launched
Dec 2023
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Sun Pharmaceuticals Industries Ltd
17.41
%
Cipla Ltd
8.29
%
Zydus Lifesciences Ltd
6.22
%
Max Healthcare Institute Ltd Ordinary Shares
5.12
%
Alkem Laboratories Ltd
4.65
%
Divi's Laboratories Ltd
4.56
%
Dr Reddy's Laboratories Ltd
4.17
%
Mankind Pharma Ltd
3.49
%
Torrent Pharmaceuticals Ltd
3.46
%
Innova Captab Ltd
3.42
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Healthcare Fund Regular Growth
More details
Investment 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 .
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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