← Kotak Mutual Fund

Kotak Healthcare Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
32
Jul 2026
Equity Holdings
₹673.72 Cr
Equity only, excl. debt & cash
AAUM
₹534.15 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
38.8%
Moderate
Top 10 Weight
56.8%
Moderate
Changes
35
2 new · 4 exits
Top Sector
Pharmaceuticals & Biotechnology
71.2% of portfolio
Launch Date
20 Nov 2023
3 years old

AAUM (Average Assets Under Management) of ₹534.15 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Kotak Healthcare Fund made 2 new additions and exited 4 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 6.16% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 5.45%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 8.26% of the portfolio. Lupin Limited was trimmed the most, now at 1.42%. Sun Pharmaceutical Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 71.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 72.4% 71.4% -1.0%
Healthcare Services 25.1% 26.5% +1.4%
Healthcare Equipment & Supplies 1.2% 1.0% -0.2%
Insurance 0.2% 0.2% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 71.4% 71.2% -0.2%
Healthcare Services 26.5% 25.1% -1.4%
Chemicals & Petrochemicals 0.0% 1.8% +1.8%
Healthcare Equipment & Supplies 1.0% 0.6% -0.3%
Insurance 0.2% 0.0% -0.2%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
6.16% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
5.45% was held · Pharmaceuticals & Biotechnology
Biggest Add
Divi's Laboratories Limited
+2.93% · now 8.26%
Biggest Trim
Lupin Limited
-0.90% · now 1.42%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Baroda BNP Paribas Dividend Yield Fund + more
Jubilant Ingrevia Limited 4 funds
Jubilant Ingrevia Limited
ITI Business Cycle Fund- Direct Plan- Growth
DSP Mid Cap Fund
ITI Balanced Advantage Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Alkem Laboratories Limited 31 funds
Alkem Laboratories Limited
SAMCO FLEXICAP FUND
SAMCO ELSS TAX SAVER FUND
Mirae Asset Nifty 500 Healthcare ETF + more
Glenmark Pharmaceuticals Limited 27 funds
Glenmark Pharmaceuticals Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Healthcare ETF + more
Medi Assist Healthcare Services Ltd 2 funds
Medi Assist Healthcare Services Ltd
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
HDFC Dividend Yield Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 4 Exits ↑ 14 Increased ↓ 15 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹42.06 Cr
Pharmaceuticals & Biotechnology 6.16%
2
Jubilant Ingrevia Limited
₹12.51 Cr
Chemicals & Petrochemicals 1.83%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹36.96 Cr
Pharmaceuticals & Biotechnology 5.45%
2
Glenmark Pharmaceuticals Limited
₹11.02 Cr
Pharmaceuticals & Biotechnology 1.62%
3
Alkem Laboratories Limited
₹10.58 Cr
Pharmaceuticals & Biotechnology 1.56%
4
Medi Assist Healthcare Services Ltd
₹1.21 Cr
Insurance 0.18%
#StockSectorJun 2026Jul 2026Change
1
Divi's Laboratories Limited
₹56.39 Cr
Pharmaceuticals & Biotechnology 5.33% 8.26% +2.93%
2
Sun Pharmaceutical Industries Limited
₹101.52 Cr
Pharmaceuticals & Biotechnology 13.73% 14.88% +1.15%
3
Gland Pharma Limited
₹18.77 Cr
Pharmaceuticals & Biotechnology 2.21% 2.75% +0.54%
4
Laurus Labs Limited
₹18.16 Cr
Pharmaceuticals & Biotechnology 2.24% 2.66% +0.42%
5
Emcure Pharmaceuticals Limited
₹12.74 Cr
Pharmaceuticals & Biotechnology 1.49% 1.87% +0.38%
6
Sai Life Sciences Limited
₹21.04 Cr
Pharmaceuticals & Biotechnology 2.91% 3.08% +0.17%
7
Orchid Pharma Limited
₹12.83 Cr
Pharmaceuticals & Biotechnology 1.72% 1.88% +0.16%
8
Dr. Lal Path Labs Limited
₹8.38 Cr
Healthcare Services 1.07% 1.23% +0.16%
9
Rubicon Research Limited
₹14.91 Cr
Pharmaceuticals & Biotechnology 2.07% 2.18% +0.11%
10
Corona Remedies Limited
₹12.59 Cr
Pharmaceuticals & Biotechnology 1.74% 1.85% +0.11%
#StockSectorJun 2026Jul 2026Change
1
Lupin Limited
₹9.66 Cr
Pharmaceuticals & Biotechnology 2.32% 1.42% -0.90%
2
Acutaas Chemicals Ltd
₹29.50 Cr
Pharmaceuticals & Biotechnology 5.20% 4.32% -0.88%
3
Max Healthcare Institute Limited
₹35.15 Cr
Healthcare Services 5.99% 5.15% -0.84%
4
Aurobindo Pharma Limited
₹11.06 Cr
Pharmaceuticals & Biotechnology 2.33% 1.62% -0.71%
5
Fortis Healthcare Limited
₹23.63 Cr
Healthcare Services 4.02% 3.46% -0.56%
6
Jubilant Pharmova Limited
₹9.38 Cr
Pharmaceuticals & Biotechnology 1.93% 1.37% -0.56%
7
Zydus Lifesciences Limited
₹8.45 Cr
Pharmaceuticals & Biotechnology 1.64% 1.24% -0.40%
8
EQ - LAXMI DENTAL LIMITED
₹4.35 Cr
Healthcare Equipment & Supplies 0.95% 0.64% -0.31%
9
Yatharth Hospital & Trauma Care Serv Ltd
₹20.38 Cr
Healthcare Services 3.15% 2.99% -0.16%
10
Krishna Institute Of Medical Sciences Limited
₹20.12 Cr
Healthcare Services 3.09% 2.95% -0.14%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹101.52 Cr
Pharmaceuticals & Biotechnology
14.88%
2
₹56.39 Cr
Pharmaceuticals & Biotechnology
8.26%
3
₹42.06 Cr
Pharmaceuticals & Biotechnology
6.16%
4
₹35.15 Cr
Healthcare Services
5.15%
5
₹29.50 Cr
Pharmaceuticals & Biotechnology
4.32%
6
₹29.46 Cr
Pharmaceuticals & Biotechnology
4.32%
7
₹26.34 Cr
Healthcare Services
3.86%
8
₹23.63 Cr
Healthcare Services
3.46%
9
₹22.23 Cr
Pharmaceuticals & Biotechnology
3.26%
10
₹21.04 Cr
Pharmaceuticals & Biotechnology
3.08%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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