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Pharma and Healthcare

Kotak Mahindra Asset Management Company Ltd
PMS Sector Fund
Benchmark
Nifty 50 TRI
Inception Date
20 September 2016
Min. Investment
₹50,00,000
AUM (Cr.)
₹21.44
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

The investment strategy will focus on a diversified portfolio comprising equity and equity-linked instruments, with a particular emphasis on identifying and capitalizing on investment prospects within the pharmaceutical and healthcare sectors.

Investment Objective

The investment strategy is designed to achieve capital growth by allocating assets to equities over a medium to long-term horizon.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -5.66% -0.28% -5.38%
3 MONTHS -4.86% 6.33% -11.19%
6 MONTHS -3.14% 2.92% -6.06%
1 YEAR -8.53% 11.88% -20.41%
2 YEAR 10.44% 10.97% -0.53%
3 YEAR 17.57% 14.31% 3.26%
5 YEAR 12.26% 14.67% -2.41%
SINCE INCEPTION 12.24% 13.78% -1.54%

Calendar Year Performance

Year Return
CY 2025 -8.53%
CY 2024 33.38%
CY 2023 33.25%
CY 2022 -12.29%
CY 2021 25.07%
CY 2020 60.01%
CY 2019 0.53%
CY 2018 -4.95%
CY 2017 10.64%
CY 2016 -3.14%

Financial Year Performance

Year Return
FY 26_YTD 1.74%
FY 25 9.05%
FY 24 53.48%
FY 23 -11.42%
FY 22 21.48%
FY 21 67.56%
FY 20 -8.56%
FY 19 8.81%
FY 18 -4.65%
FY 17 0.96%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Brijesh Ved

Principal Officer & Head- PMS

With over two decades of dedicated experience in the Indian asset management sector, spanning a total of 23 years in his professional career, he currently serves as the Head of Discretionary Portfolio Management Services (PMS) at Kotak Asset Management Company. His expertise is anchored in robust fund management and equity research capabilities. He previously held positions at Enam Asset Management for two distinct periods: from 2004 to 2015, and again from 2021 to 2024. Prior to his tenures at Enam AMC, he led the Equities division for Offshore Advisory & PMS at BNP Paribas Asset Management between 2015 and 2021. He is an alumnus of Monash Mt. Eliza Business School, Australia, where he earned his MBA in Finance, and holds a Bachelor of Commerce degree from the University of Mumbai.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
24.06%
Small Cap
75.61%
Cash & Equivalent
0.33%

Top 5 Holdings

  • Aster Dm Healthcare Ltd 28.98%
  • Fortis Healthcare Ltd 24.06%
  • Emcure Pharmaceuticals Ltd 23.74%
  • Piramal Pharma Ltd 15.47%
  • Laxmi Dental Ltd 7.43%

Top 5 Sectors

  • Healthcare Services 53.03%
  • Pharma & Biotech 39.21%
  • Healthcare Equipment & Supplies 7.43%

Portfolio Characteristics

total number of stocks
19
top 5 stocks percent
99.68%
top 5 sectors percent
99.67%
average market cap
35227.35
portfolio age
9 Yrs, 3 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)