Kotak Healthcare Fund

Review Date: 19-11-2024

A review of the different performance parameters of the fund is as follows:

1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the three return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
   1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
   2. Above Average Below the Top 25%: Two return parameters of the Kotak Healthcare Fund are above average but below the top 25% in the category, as listed below:
      
      • 1M Return %
      • 3M Return %
   3. Below Average: One return parameter of the fund is below average in the category, which is listed below:
      
      • 6M Return %
2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For Kotak Healthcare Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
   1. Lowest 25%: Kotak Healthcare Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Kotak Healthcare Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Kotak Healthcare Fund does not have any risk parameters above average; which is a good sign.
3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
   3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.

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Date	Kotak Healthcare Fund NAV Regular Growth	Kotak Healthcare Fund NAV Direct Growth
19-11-2024	13.284	13.495
18-11-2024	13.236	13.445
14-11-2024	13.357	13.566
13-11-2024	13.334	13.542
12-11-2024	13.539	13.749
11-11-2024	13.591	13.802
08-11-2024	13.794	14.006
07-11-2024	13.768	13.979
06-11-2024	13.873	14.085
05-11-2024	13.699	13.908
04-11-2024	13.673	13.881
31-10-2024	13.739	13.945
30-10-2024	13.462	13.664
29-10-2024	13.427	13.628
28-10-2024	13.466	13.666
25-10-2024	13.262	13.458
24-10-2024	13.321	13.517
23-10-2024	13.285	13.48
22-10-2024	13.351	13.545
21-10-2024	13.646	13.845