OriginFunds
Kotak Mahindra Mutual Fund

Kotak Healthcare Fund - Regular Plan - IDCW Option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF174KA1PX2
NAV · 06-Jul-2026
16.1100
1M
+8.13%
6M
+20.57%
1Y (CAGR)
+19.17%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+20.63%

NAV history

11.3613.0814.8118-12-202303-07-202616.16
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Risk & SIP analytics

Volatility (3y)
14.66%
Downside dev (3y)
10.95%
Max drawdown (3y)
-18.3%
Calendar-year returns
2024 +39.5%2025 -7.3%

Fund facts

AUM₹5,601 Cr
TER · AMFI officialDirect 1.04% · Regular 2.56% (2026-06-30)
Launch date20-Nov-2023
Plan typeOpen Ended · Equity
Min lumpsum5000
Lock-inNone
Volatility14.65
AMCKotak Mahindra Asset Management Company Limited.

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 documents ↗