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Kotak Healthcare Fund - Direct Plan - IDCW Option is an equity scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 0.91% on assets of ₹496Cr. The fund is currently managed by Mr. Abhishek Bisen, appointed within the last year.
Lower is better.
| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| P75 |
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| Max |
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| Positive % |
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| 1Y | -6.21% | 2.01% | 10.33% | 16.44% | 43.05% | 82.8% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
|---|
| UTI Healthcare Fund - Direct Plan - Growth Option | UTI Mutual Fund | ₹1,144 Cr | 1.36% | +26.82% | +14.83% | 3★ |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | SBI Mutual Fund | ₹4,323 Cr | 0.92% | +25.57% | +16.27% | 3★ |
| DSP Healthcare Fund - Direct Plan - Growth | DSP Mutual Fund | ₹3,142 Cr | 0.79% | +22.87% | +15.36% | 3★ |
| ITI Pharma and Healthcare Fund - Direct Plan - Growth Option | ITI Mutual Fund | ₹230 Cr | 3.11% | +21.39% | — | 3★ |
| ITI Pharma and Healthcare Fund - Direct Plan - IDCW Option | ITI Mutual Fund | ₹230 Cr | 3.11% | +21.38% | — | 3★ |
| Kotak Healthcare Fund - Direct Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹496 Cr | 0.91% | — | — | 3★ |
| WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹603 Cr | 0.86% | — | — | 3★ |
| PGIM India Healthcare Fund - Direct Plan - IDCW Option | PGIM India Mutual Fund | ₹92 Cr | 0.75% | — | — | 1★ |
| PGIM India Healthcare Fund - Direct Plan - Growth Option | PGIM India Mutual Fund | ₹92 Cr | 0.75% | — | — | 1★ |
| Bandhan Healthcare Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹291 Cr | 0.87% | — | — | — |