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Kotak Healthcare Fund - Regular Plan - Growth Option is an equity scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 0 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.54% on assets of ₹496Cr. The fund is currently managed by Mr. Abhishek Bisen, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 85% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
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 |
|---|
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.
| Weight |
|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 14.04% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 6.63% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 6.31% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 4.84% |
| CIPLA LIMITED | Healthcare | 4.22% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 3.56% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 3.08% |
| Sai Life Sciences Limited | Healthcare | 3.02% |
| LUPIN LIMITED | Healthcare | 3.02% |
| MANKIND PHARMA LIMITED | Healthcare | 2.72% |
| AUROBINDO PHARMA LIMITED | Healthcare | 2.64% |
| JUBILANT PHARMOVA LIMITED | Healthcare | 2.52% |
| ANTHEM BIOSCIENCES PRIVATE LIMITED | Healthcare | 2.45% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 2.43% |
| AJANTA PHARMA LIMITED | Healthcare | 2.39% |
| ALKEM LABORATORIES LIMITED | Healthcare | 2.07% |
| CORONA REMEDIES PRIVATE LIMITED | Healthcare | 1.91% |
| MARKSANS PHARMA LTD. | Healthcare | 1.86% |
| GLAND PHARMA LIMITED | Healthcare | 1.76% |
| EMCURE PHARMACEUTICALS LIMITED | Healthcare | 1.69% |
| YATHARTH HOSPITAL & TRAUMA CARE SERVICES LIMITED | Healthcare | 1.49% |
| ZYDUS LIFESCIENCES LIMITED | Healthcare | 1.26% |
| ORCHID PHARMA LIMITED | Healthcare | 1.26% |
| INNOVA CAPTAB LIMITED | Healthcare | 1.17% |
| Laxmi Dental Limited | Healthcare | 1.14% |
| Sector | Holdings | Weight |
|---|---|---|
| Healthcare | 27 | 98.79% |
| Financial Services | — | 0.23% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -7.71% | 0.37% | 8.54% | 14.57% | 40.70% | 75.8% |
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.
Top-10 weight 51.4% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
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 |
|---|
| Star |
|---|
| UTI Healthcare Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹1,144 Cr | 2.30% | +25.58% | +13.65% | 3★ |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | SBI Mutual Fund | ₹4,323 Cr | 1.90% | +24.26% | +15.05% | 3★ |
| Mirae Asset Healthcare Fund -Regular Growth | Mirae Asset Mutual Fund | ₹2,939 Cr | 2.04% | +24.16% | +13.98% | 3★ |
| Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth | Aditya Birla Sun Life Mutual Fund | ₹901 Cr | 2.27% | +22.88% | +12.34% | 3★ |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | Tata Mutual Fund | ₹1,325 Cr | 2.21% | +21.66% | +13.09% | 3★ |
| DSP Healthcare Fund - Regular Plan - Growth | DSP Mutual Fund | ₹3,142 Cr | 2.12% | +21.24% | +13.81% | 3★ |
| ITI Pharma and Healthcare Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹230 Cr | 4.84% | +19.12% | — | 3★ |
| BAJAJ FINSERV HEALTHCARE FUND - REGULAR - GROWTH | Bajaj Finserv Mutual Fund | ₹323 Cr | 2.46% | — | — | 1★ |
| Bandhan Healthcare Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹291 Cr | 2.43% | — | — | — |
| quant Healthcare Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹351 Cr | 2.47% | — | — | 2★ |