FundLens
62
Pharma & HealthcareBuy

Kotak Healthcare

Kotak · Direct–Growth · rank #5 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
29.0%
+26.0% vs index
3 Years
5 Years
Since launch
23.3%

Year-by-year performance

last entry = YTD
2024
+41.9%
2025
-5.8%
2026
+29.2%

Why this score

Kotak Healthcare scores 62/100 — #5 of 18 Pharma & Healthcare fund (Buy). It stands out for alpha and 1y return — beating 91% of peers on alpha. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.

Alpha14.74 · 91st percentile in category
1Y return29.04% · 97th percentile in category
Sharpe ratio1.16 · 66th percentile in category
Volatility14.44 · 59th percentile in category
Expense ratio1.09% · 42nd percentile in category
Fund size675.99 Cr · 42nd percentile in category

Other Pharma & Healthcare funds