Summary
Pharma and healthcare mutual funds posted gains over the past year, but the degree of outperformance varied across schemes. Kotak Healthcare Fund emerged as the top performer with a 1-year return above 28 percent.\n
Other funds in the segment also delivered positive results, although many schemes recorded more moderate gains. Active management helped some funds surpass the 25 percent mark, while several peers reported substantially lower returns.
Performance snapshot
- Kotak Healthcare Fund led the pack with returns above 28% on a 1-year horizon.
- Several other pharma and healthcare funds posted gains in the mid to high teens or twenties.
- A portion of the funds underperformed, delivering modest or flat returns over the same period.
Analysis
The dispersion in performance suggests stock selection and fund management style had a strong impact in a sector tied to pharmaceutical earnings and regulatory developments. Investors should consider factors such as portfolio concentration, expense ratios, and the fund manager’s track record when evaluating options in this niche.
