| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| Kotak Healthcare Fund - Regular Plan - Growth Option | 39.03 | 0 | 0 | 0 | 0 |
| HDFC Pharma and Healthcare Fund - Growth Option | 51.93 | 0 | 0 | 0 | 0 |
| ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option | 49.14 | 42.19 | 25.88 | 30.29 | 0 |
| LIC MF Healthcare Fund-Regular Plan-Growth | 46.79 | 33.15 | 18.73 | 23.24 | 0 |
| UTI Healthcare Fund - Regular Plan - Growth Option | 45.36 | 38.84 | 22.11 | 27.61 | 13.24 |
| ITI Pharma and Healthcare Fund - Regular Plan - Growth Option | 44.94 | 34.91 | 20.91 | 0 | 0 |
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | 44.04 | 38.4 | 25.19 | 29.28 | 13.92 |
| DSP Healthcare Fund - Regular Plan - Growth | 42.48 | 36.36 | 23.06 | 30.74 | 0 |
| Tata India Pharma & Healthcare Fund-Regular Plan-Growth | 42.34 | 36.2 | 22.77 | 27.39 | 0 |
| Mirae Asset Healthcare Fund -Regular Growth | 40.87 | 34.25 | 19.81 | 28.75 | 0 |
| Based On | Kotak Healthcare Fund - Regular Plan - Growth Option | NIFTY 50 TRI | Equity: Sectoral-Pharma and Healthcare |
|---|---|---|---|
| CAGR since inception | 38.17% | 13.95% | 23.85% |
| 1 Year | 39.03% | 12.84% | 42.68% |
| 3 Year | 0.00% | 13.73% | 21.89% |
| 5 Year | 0.00% | 15.28% | 27.69% |
| 10 Year | 0.00% | 12.46% | 14.22% |
| Nav / Index Value as on2024-12-22 | 419.00% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Cash & Cash Equivalents | 1.34 |
| Equity | 99.16 |
| Company | Holding |
|---|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 14.97 |
| CIPLA LIMITED | 6.78 |
| DIVIS LABORATORIES LIMITED | 5.31 |
| INNOVA CAPTAB LIMITED | 4.34 |
| JUBILANT PHARMOVA LIMITED | 4.13 |
| ORCHID PHARMA LIMITED | 4 |
| APOLLO HOSPITALS ENTERPRISE LIMITED | 3.91 |
| MAX HEALTHCARE INSTITUTE LIMITED | 3.91 |
| TORRENT PHARMACEUTICALS LIMITED | 3.89 |
| AUROBINDO PHARMA LIMITED | 3.65 |
To calculate the Kotak Mahindra Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
