Kotak Healthcare Fund
Direct · Growth ₹16.15
19 Jun 2026
NAV
11.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.44
Sharpe
-18.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.35 L | 10.2% | -12.3% | 44.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.2% | 14.5% | 13.6% | -4.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.1% | 11.0% | -6.2% | 42.5% | 0.44 | 1.11 | 83% | — | — |
-18.0%
Max Drawdown
2 mo
Drawdown Duration
14 mo
Recovery Time
-4.3%
Avg Drawdown
Calmar Ratio by Duration
0.62
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +21.91 | 0.69 | 86.4% | 57.7% | 21.8% | -3.1% |
| 3 Years | +12.38 | 0.65 | 80.4% | 59.1% | 17.1% | 3.8% |
| 5 Years | +6.21 | 0.65 | 80.4% | 59.1% | 10.0% | 2.3% |
| 7 Years | +3.69 | 0.65 | 80.4% | 59.1% | 7.0% | 1.6% |
| 10 Years | +1.86 | 0.65 | 80.4% | 59.1% | 4.9% | 1.1% |
| 12 Years | +1.15 | 0.65 | 80.4% | 59.1% | 4.0% | 0.9% |
| 15 Years | +0.45 | 0.65 | 80.4% | 59.1% | 3.2% | 0.8% |