What is the NAV of Kotak Consumption Fund?
The Current NAV of Kotak Consumption Fund is ₹13.44, as of 13th June 2025What are the returns of Kotak Consumption Fund?
The Kotak Consumption Fund has been there since 16th November 2023- 1 Year Returns: 8.07
What are the top 5 sectors holdings of Kotak Consumption Fund?
The top sectors Kotak Consumption Fund has invested in are as for 16th 11 2023 are as follows -- FMCG - Household Products | 13.82%
- Four Wheelers | 11.24%
- Telecom Services | 10.02%
- FMCG - Tobacco | 8.61%
- Retail - Online | 8.49%
What are the top 5 holdings Kotak Consumption Fund?
The top 5 holdings for Kotak Consumption Fund are- Bharti Airtel Ltd | 10.02%
- ITC Ltd | 8.61%
- Maruti Suzuki India Ltd | 8.15%
- Hindustan Unilever Ltd | 6.56%
- Eternal Ltd | 4.79%
What is the asset allocation of Kotak Consumption Fund?
The Kotak Consumption Fund is a plan that invests- Equity | 99.42%
- Cash & Equivalents | 0.58%
How to invest in Kotak Consumption Fund?
If you wish to invest in Kotak Consumption Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Kotak Consumption Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Kotak Consumption Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Kotak Consumption Fund?
The AUM of Kotak Consumption Fund is 1247.64 Cr as of 13th June 2025What is the expense ratio of Kotak Consumption Fund Plan?
The expense ratio of Kotak Consumption Fund Plan is 0.58How to exit Kotak Consumption Fund?
If you have invested in Kotak Consumption Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Kotak Consumption Fund?
The alpha ratio for the Kotak Consumption Fund is 4
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Kotak Consumption Fund?
The volatility or standard deviation for the Kotak Consumption Fund is 14.71
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Kotak Consumption Fund?
The sharpe ratio for the Kotak Consumption Fund is 0.31
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Kotak Consumption Fund?
The Sortino ratio for the Kotak Consumption Fund is 0.03
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Kotak Consumption Fund?
The PE ratio (price-to-earnings) of the Kotak Consumption Fund is 45.42 while category PE ratio is 55.911. Test MF FAQ for Mutual Fund Kotak Consumption Fund Shares?
The Current NAV of Kotak Consumption Fund is ₹13.44, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Kotak Consumption Fund Plan?
There is a lock in period of N/A for Kotak Consumption Fund
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Kotak Consumption Fund Direct Growth
Growth
13.440.61% (-0.08)
High
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Returns
0.00%
0.00%
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3Y
5Y
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SIP
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Kotak Consumption Fund Performance & Key Metrics
Kotak Consumption Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 45.42 | 0.31 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.49 | 55.91 | 0.12 |
Kotak Consumption Fund Scheme InfoKotak Consumption Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty India Consumption - TRI |
About Sector Funds - Consumption
About Sector Funds - Consumption
Sector Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Kotak Consumption Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Kotak Consumption Fund Peers & Comparison
Comparing 3 mutual funds from
EquitySector Funds - Consumption
EquitySector Funds - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Consumption Fund | 8.07% | — | 20.63% |
| Aditya Birla SL India GenNext Fund | 4.92% | 20.96% | 17.53% |
| Mirae Asset Great Consumer Fund | 3.28% | 23.04% | 18.06% |
| ICICI Pru Bharat Consumption Fund | 2.40% | 20.86% | 17.04% |
Kotak Consumption Fund Returns Comparison
Compare Kotak Consumption Fund with any MF, ETF, stock or indexCompare Kotak Consumption Fund with any MF, ETF, stock or index
Kotak Consumption Fund
Hmm, looks like data is unavailable here. Please come back after some timeKotak Consumption Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Kotak Consumption Fund Asset Allocation
Kotak Consumption Fund Asset Allocation
Actual
Target
May 2024
Sep 2024
Nov 2024
Mar 2025
May 2024
Sep 2024
Nov 2024
Mar 2025
Kotak Consumption Fund Sector Distribution
Kotak Consumption Fund Sector Distribution
May 2024
Sep 2024
Nov 2024
Mar 2025
Kotak Consumption Fund Sector Weightage
Kotak Consumption Fund Sector Weightage
FMCG - Household Products
FMCG - Household Products as a % of total holdings for last six quarters
Kotak Consumption Fund Current Holdings
Kotak Consumption Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
10.02 %
10.02 %Holdings
8.61 %
8.61 %Holdings
8.15 %
8.15 %
AMC Profile of Kotak Consumption Fund
AMC Profile of Kotak Consumption Fund
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
78
Total AUM
₹ 5,04,316.80 Cr.
Kotak Consumption Fund Manager Details
Kotak Consumption Fund Manager Details
Kotak Consumption Fund Manager Profile
Kotak Consumption Fund Manager Profile
Devender Singhal
AUM: ₹40,421.62 Cr.
|
Exp: —
Abhishek Bisen
AUM: ₹1,24,525.52 Cr.
|
Exp: 6yrs
Arjun Khanna
AUM: ₹33,239.60 Cr.
|
Exp: 11yrs
Kotak Consumption Fund Manager Performance (0)
Kotak Consumption Fund Manager Performance (0)
Equity: Sector Funds - Consumption
Kotak Consumption Fund Tax Implications
Kotak Consumption Fund Tax Implications
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Investment frequency
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Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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Kotak Consumption Fund Review & Opinions
Kotak Consumption Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%