MF Gyan
sectorHigh risk3 years old

Kotak Healthcare Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Kotak Mahindra Mutual Fund. It's been running since 18 Dec 2023.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹17.676
▼ 0.36% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.27 L
▲ ₹27.2k gain · 27.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹71.9k
Gain / loss+₹11.9k
XIRR (annualised)45.84%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹77.2k
Projected gain*+₹17.2k
*at this fund's historical rate of 45.84% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 363 other funds in Equity Scheme - Sectoral/ Thematic

Same plan
1-year return
27.24%median 6.47% (+20.77%)
Rank #6 of 364Beats 98% of peers
Bumpiness (3Y)
14.44%median 15.58% (-1.14%)
Rank #122 of 364Less risky than 67% of peers
Worst-ever drop
-18.05%median -25.21% (+7.16%)
Rank #269 of 364Less risky than 26% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 3 of last 4 years were positive.

+2%
2023
+42%
2024
-6%
2025
+29%
2026
Best year
2024 · 41.70%
Worst year
2025 · -6.22%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.4%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-18.05%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Kotak Healthcare Fund - Direct Plan - Growth Option against other sector funds.

Technical details (for the pros)
CAGR — 1 year27.24%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch23.18%
Volatility — 1 year (annualised)13.30%
Volatility — 3 years (annualised)14.44%
Max drawdown — 1 year-8.48%
Max drawdown — 3 years-18.05%
Sharpe ratio — 1 year (rf=6%)1.40
Sharpe ratio — 3 years (rf=6%)1.06

Fund info

Fund house
Kotak Mahindra Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan
Direct
Option
Growth
ISIN (Growth)
INF174KA1PZ7
ISIN (Div re-invest)
—
Fund code
152214
First price on record
18 Dec 2023 · 670 daily prices

About Kotak Healthcare Fund - Direct Plan - Growth Option

Kotak Healthcare Fund - Direct Plan - Growth Option is a Equity Scheme - Sectoral/ Thematic offered by Kotak Mahindra Mutual Fund under the Direct plan with the Growth option. It has approximately 3 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of Kotak Healthcare Fund - Direct Plan - Growth Option is ₹17.6760 (as of 4 Sep 2026). Historically, it has delivered 27.22% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.4% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 18.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Kotak Healthcare Fund - Direct Plan - Growth Option?+

The latest NAV of Kotak Healthcare Fund - Direct Plan - Growth Option is ₹17.6760 as of 4 Sep 2026, down 0.36% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Kotak Healthcare Fund - Direct Plan - Growth Option?+

Kotak Healthcare Fund - Direct Plan - Growth Option has delivered 1-year return 27.22%, since-inception CAGR 23.18%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Kotak Healthcare Fund - Direct Plan - Growth Option belong to?+

Kotak Healthcare Fund - Direct Plan - Growth Option is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is Kotak Healthcare Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 14.4%, Kotak Healthcare Fund - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Kotak Healthcare Fund - Direct Plan - Growth Option a direct plan?+

Kotak Healthcare Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Kotak Healthcare Fund - Direct Plan - Growth Option?+

Kotak Healthcare Fund - Direct Plan - Growth Option has NAV history available from 18 Dec 2023 — approximately 3 years of track record and 670 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.