Kotak Healthcare Fund Direct Growth

Scheme code: INF174KA1PZ7 NAV value: ₹ 13.6110 NAV date: 19 March, 2026 TER: 0.74%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.20	42.47	10.41	10.84	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	10.84
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	10.84
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	10.84
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	10.84
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,356 - Absolute Returns: ₹41,356 - CAGR: %

Max Drawdown

-18.05 %

Drawdown Duration

2 months

Avg Drawdown

-4.45 %

1 Y

0.6006

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.44	0.81	89.0	79.2	9.92 %	4.00 %
3 years	6.79	0.68	81.1	65.5	10.89 %	2.95 %
5 years	3.10	0.68	81.1	65.5	6.40 %	1.76 %
7 years	1.58	0.68	81.1	65.5	4.53 %	1.25 %
10 years	0.45	0.68	81.1	65.5	3.15 %	0.88 %
12 years	0.02	0.68	81.1	65.5	2.62 %	0.73 %
15 years	-0.41	0.68	81.1	65.5	2.09 %	0.58 %