Kotak Healthcare Fund Mutual fund

K

Kotak Healthcare Fund

Q: How to Invest in Kotak Healthcare Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Kotak Healthcare Fund good?

The Kotak Healthcare Fund has an AUM of ₹379.87 Cr as on 5/7/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 20.49%. The risk is Very High against the category average of 74.94.

Q: Is Kotak Healthcare Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Kotak Healthcare Fund?

There is no lock-in period applicable on Kotak Healthcare Fund.

Q: What is the expense ratio of Kotak Healthcare Fund?

The expense ratio of Kotak Healthcare Fund is 2.39%.

Equity

●

Pharma & Health Care

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Fund Details

Current NAV

₹12.71

Expense Ratio

2.39%

Min SIP

₹100

Fund Size

₹380Cr

Min Investment

₹100

Lock In

NA

Scheme Information Document

Exit load: 0.50% on or before 30D, Nil after 30D

Fund Performance

Alpha

-0.28%

Beta

1.00

Sharpe Ratio

0.2739

Risk

NA

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Kotak Healthcare Fund FAQs

Q1. How to Invest in Kotak Healthcare Fund through Rupeezy?

Q2. Is Kotak Healthcare Fund good?

Q3. Is Kotak Healthcare Fund tax free?

Q4. What is the lock-in period of Kotak Healthcare Fund?

Q5. What is the expense ratio of Kotak Healthcare Fund?

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Company

Astha Credit & Securities Pvt Ltd
NSE, BSE & MCX SEBI
Reg No:INZ000187932

Membership ID:

NSE - 12227, BSE-6844
MCX - 40000
NSDL-IN303420
CDSL-94500

CIN:

U65929MP2003PTC016241

SEBI Depository Participant Reg No:

IN-DP-611-2021

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SEBI RA Registration:

INH000013332

AMFI Registration:

ARN-35911

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We do proprietary trading

Client Bank Account Details:

Sr. No	Name of Bank Account	Bank Account Number	IFSC Code
1	ASTHA CREDIT AND SECURITIES P LTD - USCNBA A/c	00620340000150	HDFC0000062

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For commodities derivatives please note that Commodities Derivatives are highly leveraged instruments.
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