68
Pharma & HealthcareBuy
Kotak Healthcare
Kotak · Direct–Growth · rank #3 of 19 by Smart Score
Data updated
Trailing returns
1 Year
27.3%
+29.4% vs index
3 Years
—
5 Years
—
Since launch
23.7%
Year-by-year performance
2024
+41.9%+26.2% vs index
2025
-5.8%-13.5% vs index
2026
+31.5%+35.1% vs index
Why this score
Kotak Healthcare scores 68/100 — #3 of 19 Pharma & Healthcare fund (Buy). It stands out for sharpe ratio and alpha — beating 84% of peers on sharpe ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
Sharpe ratio1.19 · 84th percentile in category
Alpha15.68 · 91st percentile in category
1Y return27.27% · 91st percentile in category
Sortino ratio1.69 · 73rd percentile in category
Expense ratio1.09% · 42nd percentile in category
Volatility14.42 · 56th percentile in category