- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.06%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Kotak Healthcare Fund - Direct Plan - Growth Option and its peers as on 4 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Healthcare Fund - Direct Plan - Growth Option | 26.07% | -0.06% | 1.98% | 2.88% | 16.09% | 23.46% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -2.78% | -0.63% | 2.42% | 2% | 1.92% | -3.12% | 8.89% | 14.12% | 17.29% | 14.54% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -0.64% | -0.7% | 2.79% | 2.43% | 5.32% | 4.82% | 11.35% | 10.51% | 14.2% | 12.51% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 23.35% | 0.3% | 2.03% | 3.12% | 15.8% | 19.96% | 24.52% | 18.2% | 26.51% | 14.93% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 4.17% | -0.55% | 1.55% | 0.59% | 0.65% | 7.72% | 16.77% | 18.25% | 20.55% | 15.71% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 1.82% | -0.5% | 1.28% | -0.22% | -4.23% | 11.63% | 25% | 24.04% | 20.89% | 14.93% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 42.3% | -5.91% |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.79% | -0.21% | -2.26% | -4.55% | 7.53% | -4.14% | 7.75% | 5.51% | 7.75% | 3.89% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 11.63% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.35% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.65% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | SUNPHARMA (INE044A01036) | Pharmaceuticals and Biotechnology | 13.91% |
| JB Chemicals & Pharmaceuticals Ltd. | JBCHEPHARM (INE572A01036) | Pharmaceuticals and Biotechnology | 7.51% |
| Max Healthcare Institute Ltd. | MAXHEALTH (INE027H01010) | Healthcare Services | 6.96% |
| Divis Laboratories Ltd. | DIVISLAB (INE361B01024) | Pharmaceuticals and Biotechnology | 6.05% |
| Ami Organics Ltd | ACUTAAS (INE00FF01025) | Pharmaceuticals and Biotechnology | 5.09% |
| Fortis Healthcare India Ltd | FORTIS (INE061F01013) | Healthcare Services | 4.67% |
| Lupin Ltd. | LUPIN (INE326A01037) | Pharmaceuticals and Biotechnology | 4.19% |
| PARK MEDI WORLD LIMITED (PARK HOSPITAL) | PARKHOSPS (INE119201023) | Healthcare Services | 3.48% |
| Apollo Hospitals Enterprise Ltd. | APOLLOHOSP (INE437A01024) | Healthcare Services | 3.35% |
| Cipla Ltd. | CIPLA (INE059A01026) | Pharmaceuticals and Biotechnology | 3.32% |
| SAI LIFE SCIENCES LIMITED | SAILIFE (INE570L01029) | Pharmaceuticals and Biotechnology | 3.08% |
| KRISHNA INSTITUTE OF MEDICAL | KIMS (INE967H01025) | Healthcare Services | 2.81% |
| Aurobindo Pharma Ltd. | AUROPHARMA (INE406A01037) | Pharmaceuticals and Biotechnology | 2.80% |
| Ajanta Pharma Ltd. | AJANTPHARM (INE031B01049) | Pharmaceuticals and Biotechnology | 2.66% |
| JUBILANT PHARMOVA LIMITED | JUBLPHARMA (INE700A01033) | Pharmaceuticals and Biotechnology | 2.49% |
| Glenmark Pharmaceuticals Ltd | GLENMARK (INE935A01035) | Pharmaceuticals and Biotechnology | 2.41% |
| Alkem Laboratories Ltd. | ALKEM (INE540L01014) | Pharmaceuticals and Biotechnology | 2.40% |
| ANTHEM BIOSCIENCES LTD | ANTHEM (INE0CZ201020) | Pharmaceuticals and Biotechnology | 2.37% |
| Gland Pharma Limited | GLAND (INE068V01023) | Pharmaceuticals and Biotechnology | 2.11% |
| CORONA REMEDIES LIMITED | CORONA (INE02ZQ01018) | Pharmaceuticals and Biotechnology | 1.93% |
| EMCURE PHARMACEUTICALS LIMITED | EMCURE (INE168P01015) | Pharmaceuticals and Biotechnology | 1.80% |
| Marksans Pharma Ltd | MARKSANS (INE750C01026) | Pharmaceuticals and Biotechnology | 1.77% |
| RUBICON RESEARCH LIMITED | RUBICON (INE506V01022) | Pharmaceuticals and Biotechnology | 1.75% |
| MANKIND PHARMA LTD | MANKIND (INE634S01028) | Pharmaceuticals and Biotechnology | 1.72% |
| Dr.Reddy's Laboratories Ltd. | DRREDDY (INE089A01031) | Pharmaceuticals and Biotechnology | 1.42% |
| Zydus Lifesciences Ltd. | ZYDUSLIFE (INE010B01027) | Pharmaceuticals and Biotechnology | 1.38% |
| YATHARTH HOSPITAL AND TRAUMA CARE SERVICES LTD | YATHARTH (INE0JO301016) | Healthcare Services | 1.26% |
| INNOVA CAPTABS LTD | INNOVACAP (INE0DUT01020) | Pharmaceuticals and Biotechnology | 1.20% |
| RAINBOW CHILDRENS MEDICARE LTD | RAINBOW (INE961O01016) | Healthcare Services | 1.13% |
| ORCHID PHARMA LIMITED | ORCHPHARMA (INE191A01027) | Pharmaceuticals and Biotechnology | 1.09% |
| LAXMI DENTAL LIMITED | LAXMIDENTL (INE0WO601020) | Healthcare Equipment and Supplies | 1.02% |
| MEDI ASSIST HEALTHCARE SERVICES LIMITED | MEDIASSIST (INE456Z01021) | Insurance | 0.22% |
Portfolio data is as on date 31 March, 2026
NAV history
Kotak Healthcare Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 4 August, 2026 | 17.335 | -0.06% |
| 3 August, 2026 | 17.345 | 0.63% |
| 31 July, 2026 | 17.236 | 0.29% |
| 30 July, 2026 | 17.186 | -0.11% |
| 29 July, 2026 | 17.205 | 1.21% |
| 28 July, 2026 | 16.999 | -0.34% |
| 27 July, 2026 | 17.057 | 1.83% |
| 24 July, 2026 | 16.75 | -0.5% |
| 23 July, 2026 | 16.834 | -0.56% |
| 22 July, 2026 | 16.928 | -1.21% |
| 21 July, 2026 | 17.136 | 0.3% |
| 20 July, 2026 | 17.084 | 1.38% |
| 17 July, 2026 | 16.852 | -1.17% |
| 16 July, 2026 | 17.051 | -0.06% |
| 15 July, 2026 | 17.061 | 0.77% |
| 14 July, 2026 | 16.93 | 0.51% |
| 13 July, 2026 | 16.844 | 0.15% |
| 10 July, 2026 | 16.819 | 0.05% |
| 9 July, 2026 | 16.811 | 1.68% |
| 8 July, 2026 | 16.534 | -0.88% |
| 7 July, 2026 | 16.68 | -0.69% |
| 6 July, 2026 | 16.796 | -0.32% |
| 3 July, 2026 | 16.85 | 1.01% |
| 2 July, 2026 | 16.682 | 0.55% |
| 1 July, 2026 | 16.591 | -0.34% |
| 30 June, 2026 | 16.648 | 0.45% |
| 29 June, 2026 | 16.574 | 1.36% |
| 25 June, 2026 | 16.352 | -0.21% |
| 24 June, 2026 | 16.387 | 0.05% |
| 23 June, 2026 | 16.379 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak Healthcare Fund - Direct Plan - Growth Option?
The latest NAV of Kotak Healthcare Fund - Direct Plan - Growth Option is 17.335 as on 4 August, 2026.What are YTD (year to date) returns of Kotak Healthcare Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Kotak Healthcare Fund - Direct Plan - Growth Option are 26.07% as on 4 August, 2026.What are 1 year returns of Kotak Healthcare Fund - Direct Plan - Growth Option?
The 1 year returns of Kotak Healthcare Fund - Direct Plan - Growth Option are 23.46% as on 4 August, 2026.