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Kotak - Pharma and Healthcare
Kotak - Pharma and Healthcare

Kotak - Pharma and Healthcare

  • Kotak Mahindra Asset Management Company Ltd
  • Sector Fund
  • 1
    Out of 3*
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Portfolio age9 years, 2 months
4.55%
4.62%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.92%)
Allocation by Market Cap
Small Cap (72.84%)
Mid Cap (25.24%)
Large Cap (0%)
Sector Holdings
  • Healthcare Services54.12%
  • Pharma & Biotech36.19%
Stock Holdings
  • Aster Dm Healthcare Ltd28.88%
  • Fortis Healthcare Ltd25.24%
  • Emcure Pharmaceuticals Ltd19.94%
  • Piramal Pharma Ltd16.26%
  • Laxmi Dental Ltd7.77%

bt_logoPORTFOLIO MANAGERS

Brijesh Ved
  • Manager Rank1 Out of 3
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUM879.38
  • Highest Return In 1 Yr5.72%
Profile

Over 23 years of professional work experience, of which he has spent 20 years in Asset Management Industry in India. At presently he works with Kotak AMC, as Head of Discretionary PMS. He comes with strong funds management & equity research background. He has spent two stints at Enam Asset Management (AMC) between 2004 to 2015 and 2021 to 2024. Before Enam AMC, he was with BNP Paribas Asset Management as Head of Equities- Offshore Advisory & PMS between 2015 to 2021. He holds an MBA in Finance from Monash Mt. Eliza Business School, Australia and a Bachelor of Commerce from the University of Mumbai.

Other Schemes
  • table
  • Grid
Compare
Kotak - Fintech
AUM (₹ Cr)
₹20.85 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
1 Out of 3
Fixed Fee
2.50%
Scheme Return
9.97%
Benchmark Return
4.62%
Kotak - Pharma and Healthcare
AUM (₹ Cr)
₹23.56 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
3 Out of 3
Fixed Fee
2.50%
Scheme Return
4.55%
Benchmark Return
4.62%
Kotak - India Focus Portfolio - Series I
AUM (₹ Cr)
₹788.21 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
98 Out of 251
Fixed Fee
2.50%
Scheme Return
4.1%
Benchmark Return
4.62%
Kotak - Small and Midcap
AUM (₹ Cr)
₹46.76 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
33 Out of 53
Fixed Fee
2.50%
Scheme Return
3.17%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
23.56
(As on Oct, 2025)
Inception Date
Sep 20, 2016
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing over the hurdle rate
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bt_logoINVESTMENT PHILOSOPHY

Objective

The main objective of the Investment approach is to generate capital appreciation through investments in equities with a medium to long-term perspective.

Investment Approach

The Investment approach will invest in all equity and equity related instruments with emphasis on capturing available opportunities in Pharma and Health care related stocks

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Kotak - Pharma and Healthcare
AUM (₹ Cr)
₹23.56 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 3
Fixed Fee
2.50%
Scheme Return
4.55%
Benchmark Return
4.62%
Kotak - Fintech
AUM (₹ Cr)
₹20.85 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 3
Fixed Fee
2.50%
Scheme Return
9.97%
Benchmark Return
4.62%
ASK Financial Opportunities Portfolio
AUM (₹ Cr)
₹191.00 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 3
Fixed Fee
2.50%
Scheme Return
7.7%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Kotak Mahindra Asset Management Company Ltd
Kotak Mahindra Asset Management Company Ltd manages assets worth Rs 51780.79 crores. Its current offering of PMS schemes includes 2 Sector Fund, 1 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

51,780.79 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Kotak - Fintech
AUM (₹ Cr)
₹20.85 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
1 Out of 3
Fixed Fee
2.50%
Scheme Return
9.97%
Benchmark Return
4.62%
Kotak - Pharma and Healthcare
AUM (₹ Cr)
₹23.56 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Sector Fund
Category Rank
3 Out of 3
Fixed Fee
2.50%
Scheme Return
4.55%
Benchmark Return
4.62%
Kotak - India Focus Portfolio - Series I
AUM (₹ Cr)
₹788.21 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
98 Out of 251
Fixed Fee
2.50%
Scheme Return
4.1%
Benchmark Return
4.62%
Kotak - Small and Midcap
AUM (₹ Cr)
₹46.76 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
33 Out of 53
Fixed Fee
2.50%
Scheme Return
3.17%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Kotak - Pharma and Healthcare?
The hurdle rate of Kotak - Pharma and Healthcare is 10.00%.
What is the fixed fee charged in Kotak - Pharma and Healthcare ?
The fixed fee charged in Kotak - Pharma and Healthcare is 2.50%.
What is the variable fee charged in Kotak - Pharma and Healthcare ?
The variable fee charged in Kotak - Pharma and Healthcare is 1.50%.
What is the profit sharing in Kotak - Pharma and Healthcare ?
The profit sharing in Kotak - Pharma and Healthcare is 20% Profit sharing over the hurdle rate.
What is the minimum investment in Kotak - Pharma and Healthcare ?
The minimum investment in Kotak - Pharma and Healthcare is ₹50 Lacs
What type of scheme is Kotak - Pharma and Healthcare?
Kotak - Pharma and Healthcare is an Equity scheme. It falls in the Sector Fund category.
What is the inception date of Kotak - Pharma and Healthcare?
The inception date of Kotak - Pharma and Healthcare is Sep 20, 2016.
What is the exit load of Kotak - Pharma and Healthcare?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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