Kotak Healthcare Fund
Direct · Growth ₹17.31
05 Aug 2026
NAV
11.9%
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.
0.51
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 | ₹12.37 L | 12.4% | -12.3% | 46.1% |
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 | 12.4% | 14.5% | 13.9% | -2.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.9% | 13.1% | -6.2% | 42.5% | 0.51 | 1.35 | 84% | — | — |
-18.0%
Max Drawdown
2 mo
Drawdown Duration
14 mo
Recovery Time
-4.1%
Avg Drawdown
Calmar Ratio by Duration
0.66
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +21.40 | 0.65 | 81.9% | 53.6% | 23.6% | -0.1% |
| 3 Years | +14.53 | 0.64 | 79.6% | 56.5% | 19.9% | 4.7% |
| 5 Years | +7.36 | 0.64 | 79.6% | 56.5% | 11.5% | 2.8% |
| 7 Years | +4.46 | 0.64 | 79.6% | 56.5% | 8.1% | 2.0% |
| 10 Years | +2.35 | 0.64 | 79.6% | 56.5% | 5.6% | 1.4% |
| 12 Years | +1.54 | 0.64 | 79.6% | 56.5% | 4.6% | 1.2% |
| 15 Years | +0.75 | 0.64 | 79.6% | 56.5% | 3.7% | 0.9% |