Kotak Consumption Fund Regular Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,711.26 Cr
Expense Ratio
2.11%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
16 Nov 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.14% | -- |
| 3 Months | +8.21% | -- |
| 6 Months | +4.6% | -- |
| 1 Year | +5.24% | +5.24% |
| 2 Years | -- | +4.01% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +44.32% | +14.31% |
Holdings as on 17 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Maruti Suzuki India | 137.87 | 7.84 |
| Eternal | 126.48 | 7.19 |
| Bharti Airtel | 122.26 | 6.95 |
| Radico Khaitan | 95.64 | 5.44 |
| Hero Motocorp | 90.68 | 5.16 |
| Park Medi World | 66.05 | 3.75 |
| Hindustan Unilever | 65.15 | 3.70 |
| Britannia Industries | 62.77 | 3.57 |
| Midwest | 53.55 | 3.04 |
| Acutaas Chemicals | 49.55 | 2.82 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Nippon India Consumption Fund - Growth | +0.81% | +11.2% | +13.67% |
| Canara Robeco Consumption Fund Regular Plan Growth | +0.65% | +12.09% | +12.17% |
| Sundaram Consumption Fund Growth | +1.29% | +11.48% | +12.47% |
| Kotak Consumption Fund Regular Growth | +5.24% | -- | -- |
| HSBC Consumption Fund Regular Growth | +6.18% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 1711.26 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.11%. 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 Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Maruti Suzuki India, Eternal, Bharti Airtel, Radico Khaitan.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Biotechnology & Drugs, Recreational Products, Computer Services.
Some of the similar funds are Nippon India Consumption Fund - Growth, Canara Robeco Consumption Fund Regular Plan Growth, Sundaram Consumption Fund Growth, Kotak Consumption Fund Regular Growth, HSBC Consumption Fund Regular Growth. Kotak Consumption Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Kotak Consumption Fund Regular Growth has a Medium risk & Moderate return.
Kotak Consumption Fund Regular Growth is managed by Abhishek Bisen,Devender Singhal.
The expense ratio of Kotak Consumption Fund Regular Growth is 2.11%.
The 5 year annualized return on Kotak Consumption Fund Regular Growth is 0.00% & it has generated 5.24% in the last 1 year.
The minimum investment in Kotak Consumption Fund Regular Growth is 100 Rs.
Kotak Consumption Fund Regular Growth has an AUM of 1711.26 crores.
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