- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.88%
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 8 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Healthcare Fund - Direct Plan - Growth Option | 20.25% | -0.88% | -0.34% | 4.99% | 20.56% | 18.99% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -6.46% | -2.16% | -1.24% | 4.06% | 2.33% | -8.24% | 8.45% | 13.75% | 15.9% | 14.39% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -4.66% | -2.16% | -0.91% | 4.09% | 2.89% | -2.55% | 10.21% | 10.48% | 12.83% | 12.45% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 17.85% | -1.13% | 0.17% | 6.12% | 20.37% | 14.1% | 25.2% | 17.36% | 25.59% | 14.72% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 1.63% | -1.4% | -2.15% | 0.8% | 7.67% | -1.19% | 17.38% | 18.62% | 18.94% | 15.49% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 0.08% | -1.65% | -2.54% | -1.76% | -2.19% | 5.02% | 26.54% | 24.06% | 19.63% | 15.07% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 42.3% | -5.91% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -1.51% | 2.79% | -0.21% | -2.26% | -4.55% | 7.53% | -4.14% | 7.75% | 5.51% | 7.75% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 9.2% |
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 |
|---|---|---|
| 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 | 0.67% |
| 22 June, 2026 | 16.27 | 0.76% |
| 19 June, 2026 | 16.148 | 0.97% |
| 18 June, 2026 | 15.993 | 0.97% |
| 17 June, 2026 | 15.839 | -0.06% |
| 16 June, 2026 | 15.849 | -0.14% |
| 15 June, 2026 | 15.872 | -0.43% |
| 12 June, 2026 | 15.941 | 0.91% |
| 11 June, 2026 | 15.797 | 0.27% |
| 10 June, 2026 | 15.754 | -0.75% |
| 9 June, 2026 | 15.873 | 0.79% |
| 8 June, 2026 | 15.748 | 0.17% |
| 5 June, 2026 | 15.721 | 0.69% |
| 4 June, 2026 | 15.613 | 0.32% |
| 3 June, 2026 | 15.563 | 0.49% |
| 2 June, 2026 | 15.487 | 0.24% |
| 1 June, 2026 | 15.45 | -0.87% |
| 29 May, 2026 | 15.585 | -0.99% |
| 27 May, 2026 | 15.741 | 0.08% |
| 26 May, 2026 | 15.729 |
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 16.534 as on 8 July, 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 20.25% as on 8 July, 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 18.99% as on 8 July, 2026.