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PMS
·
Equity
·
Sectoral
Kotak - Pharma & Healthcare
Fund size
₹21 Cr
IRR
Since inception
12.24%
3Y return
17.57%
Fund age
9 yrs 3 mo
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Fund Manager
Kotak PMS
Fund Manager, Kotak Mahindra
–
Managing AUM
₹930 Cr
Growth of
₹
Cr
Kotak Pharma & Healthcare
Since Inception
5Y
3Y
1Y
Returns: How it has done
Trailing returns
Scheme / Benchmark
YTD
1Y
2Y
3Y
5Y
Since inception
Kotak Pharma & Healthcare
—
−8.53%
10.44%
17.57%
12.26%
12.24%
NIFTY 50 TRI
−12.33%
11.88%
10.97%
14.31%
14.67%
13.78%
Excess over benchmark
—
−20.41%
−0.53%
3.26%
−2.41%
−1.54%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2025.
Portfolio Details : Where the money actually sits
Stocks
5
Asset class
Equity
Allocation
Market cap
Large cap
Mid cap
24.06%
Small cap
75.61%
Cash & others
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