Kotak Consumption Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in consumption and consumption related activities. However, there is no assurance that the objective of the scheme will be achieved

The Kotak Consumption Fund Regular Growth has an AUM of 1070.54 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.16%. The minimum investment in Kotak Consumption Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are - & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, ITC, Hindustan Unilever & Maruti Suzuki India.

The major sectors where the fund is invested are Personal & Household Prods., Communications Services, Tobacco & Auto & Truck Manufacturers.

Some of the similar funds are Baroda BNP Paribas India Consumption Regular Growth, UTI India Consumer Fund Regular Plan Growth, HSBC Consumption Fund Regular Growth, Kotak Consumption Fund Regular Growth, HDFC Non-Cyclical Consumer Fund Regular Growth. Kotak Consumption Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.