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
₹13.39
-4.31%
NAV as on 17 Jan 25, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 17 Jan 25, 12:00 AM
very high risk
sector healthcare
equity
39.52%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
38.12%p.a.
Since Inception
About Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl 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 Reinvestment Inc Dist cum Cap Wdrl is Sector - Healthcare fund of its category with 418.74 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.
- Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl delivered 39.5% annual returns during the last year. It has delivered 38.1% average annual returns since the fund was launched.
- Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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 .
Top 10 Holdings
Sun Pharmaceuticals Industries Ltd
14.97%
Cipla Ltd
6.78%
Divi's Laboratories Ltd
5.31%
Innova Captab Ltd
4.34%
Jubilant Pharmova Ltd
4.13%
Orchid Pharma Ltd
4.00%
J.B. Chemicals & Pharmaceuticals Ltd
3.94%
Apollo Hospitals Enterprise Ltd
3.91%
Max Healthcare Institute Ltd Ordinary Shares
3.91%
Torrent Pharmaceuticals Ltd
3.89%
Fund Managers
- Abhishek Bisen (Dec 2023 - Present)
- Shibani Kurian (Dec 2023 - Present)
- Dhananjay Tikariha (Mar 2024 - Present)
Key Information
View Scheme Document
Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl
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 |
How can NRIs invest in Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Healthcare Fund Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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