The main objective of the Investment approach is to generate capital appreciation through investments in equities with a medium to long-term perspective.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Kotak Mahindra Asset Management Company Ltd Pharma and Healthcare | -5.66% | -4.86% | -3.14% | -8.53% | 10.44% | 17.57% | 12.26% | - | 12.24% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.97% | 14.31% | 14.67% | - | 13.78% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| PHARMA & BIOTECH | 5.62 |
| PHARMA & BIOTECH | 1.17 |
| PHARMA & BIOTECH | 16.46 |
| PHARMA & BIOTECH | 12.45 |
| HEALTHCARE SERVICES | 7.63 |
| PHARMA & BIOTECH | 2.99 |
| PHARMA & BIOTECH | 6.08 |
| HEALTHCARE SERVICES | 3.20 |
| PHARMA & BIOTECH | 5.71 |
| PHARMA & BIOTECH | 3.56 |
| HEALTHCARE SERVICES | 5.37 |
| PHARMA & BIOTECH | 3.80 |
| PHARMA & BIOTECH | 3.18 |
| PHARMA & BIOTECH | 6.08 |
| PHARMA & BIOTECH | 4.27 |
| PHARMA & BIOTECH | 1.69 |
| PHARMA & BIOTECH | 3.01 |
| PHARMA & BIOTECH | 3.93 |
| PHARMA & BIOTECH | 2.72 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.00 |
| Mid Cap | 24.06 |
| Small Cap | 75.62 |
| Cash | 0.32 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
