- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.14%
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 16 June, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Healthcare Fund - Direct Plan - Growth Option | 15.27% | -0.14% | -0.15% | 2.43% | 15.7% | 15.84% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -7.04% | 0.14% | 2.46% | -0.4% | 5.23% | -6.27% | 8.6% | 14.02% | 15.37% | 14.89% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -4.4% | 0.46% | 3.16% | 3.43% | 6.82% | -0.62% | 11.11% | 10.73% | 12.59% | 12.73% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 12.03% | -0.55% | 0.9% | 1.87% | 12.8% | 11.21% | 25.19% | 16.73% | 24.52% | 14.54% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 2.67% | 0.72% | 1.75% | 0.68% | 12.08% | 3.47% | 18.27% | 19.3% | 18.87% | 16.22% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 2.88% | -0.15% | 0.43% | -0.64% | 2.03% | 9.51% | 29.34% | 24.15% | 19.73% | 15.91% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 42.3% | -5.91% |
Discrete returns (monthly)
| Month | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -1.77% | -1.51% | 2.79% | -0.21% | -2.26% | -4.55% | 7.53% | -4.14% | 7.75% | 5.51% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 6.88% |
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) | 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 | 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 |
|---|---|---|
| 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 | 0.28% |
| 25 May, 2026 | 15.685 | 0.38% |
| 22 May, 2026 | 15.625 | -1.13% |
| 21 May, 2026 | 15.804 | 0.46% |
| 20 May, 2026 | 15.732 | 0.25% |
| 19 May, 2026 | 15.692 | 0.84% |
| 18 May, 2026 | 15.561 | 0.57% |
| 15 May, 2026 | 15.473 | -0.42% |
| 14 May, 2026 | 15.538 | 1.72% |
| 13 May, 2026 | 15.275 | 0.64% |
| 12 May, 2026 | 15.178 | -2.06% |
| 11 May, 2026 | 15.498 | 1.18% |
| 8 May, 2026 | 15.318 | 0.66% |
| 7 May, 2026 | 15.218 | 0.18% |
| 6 May, 2026 | 15.191 | 1.75% |
| 5 May, 2026 | 14.929 |
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 15.849 as on 16 June, 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 15.27% as on 16 June, 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 15.84% as on 16 June, 2026.