NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.79
0.19%
NAV as on 10 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 10 Nov 24, 12:00 AM
very high risk
sector healthcare
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
37.39%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Healthcare Fund Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Sector - Healthcare mutual fund scheme that predominantly invests in Sector - Healthcare stocks of companies. Launched on Dec 2023, Kotak Healthcare Fund Growth is Sector - Healthcare fund of its category with 401.52 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.
The investment objective of the scheme is to seek to generate long term capital appreciation through investing in equity and equity related securities of companies benefitting directly or indirectly Pharma, Healthcare, and allied sectors. However, there is no assurance that the objective of the scheme will be achieved .
Sun Pharmaceuticals Industries Ltd
14.59%
Cipla Ltd
7.62%
Divi's Laboratories Ltd
4.88%
Aurobindo Pharma Ltd
4.40%
Apollo Hospitals Enterprise Ltd
4.30%
Dr Reddy's Laboratories Ltd
4.20%
Torrent Pharmaceuticals Ltd
4.15%
Max Healthcare Institute Ltd Ordinary Shares
4.10%
Jubilant Pharmova Ltd
4.01%
Lupin Ltd
3.93%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
19.7%
very high risk | equity
23.7%
very high risk | equity
24.0%