68
Pharma & HealthcareBuy
Kotak Healthcare
Kotak · Direct–Growth · rank #3 of 19 by Smart Score
Data updated
Trailing returns
1 Year
20.5%
+25.2% vs index
3 Years
—
5 Years
—
Since launch
20.4%
Year-by-year performance
2024
+41.9%+26.2% vs index
2025
-5.8%-13.5% vs index
2026
+24.0%+30.0% vs index
Why this score
Kotak Healthcare scores 68/100 — #3 of 19 Pharma & Healthcare fund (Buy). It stands out for alpha and volatility — beating 97% 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.
Alpha13.26 · 97th percentile in category
Volatility14.49 · 78th percentile in category
1Y return20.51% · 97th percentile in category
Sharpe ratio0.96 · 69th percentile in category
Fund size837.82 Cr · 45th percentile in category
Sortino ratio1.35 · 53rd percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd13.96%
2.Divi's Laboratories Ltd9.25%
3.Torrent Pharmaceuticals Ltd4.75%
4.Molbio Diagnostics Ltd.4.53%
5.Max Healthcare Institute Ltd4.34%
35 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.