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  • Kotak Mutual Fund
  • Kotak Consumption Fund (Growth)
Kotak Mutual Fund

Kotak Consumption Fund (Growth)

EquityDiversified

12.326

NAV (Jun 11)

23.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.326

NAV (Jun 11)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
23.3%
6 Month CAGR
20.5%

Scheme Information

Investment Objective

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

Expense Ratio
2.35
Launched (1y ago)
Nov 16, 2023
AUM in Crores
604.384
ISIN
INF174KA1PM5
Lock-in
No Lock-in
Benchmark
Nifty India Consumption Index
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Arjun Khanna

Fund Manager

Devender Singhal

Fund Manager

Abhishek Bisen

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Consumption Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-11

Top Stock Holdings

bharti airtel ltd

8.6%
8.6%

maruti suzuki india ltd

8.2%
8.2%

hindustan unilever ltd

8%
8%

hero motocorp ltd

6.9%
6.9%

itc ltd

6.1%
6.1%
See all holdings

Allocation by Sector

consumer defensive

34.1%
34.1%

consumer cyclical

33.1%
33.1%

communication services

13.2%
13.2%

industrials

9%
9%

healthcare

5%
5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 423,181 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

11.8%

8.1%

15.8%

15%

-

5.2%

11.8%

8.1%

11.8%

8.1%

Kotak Consumption Fund (G) Review

Kotak Consumption Fund (G) is a Diversified Equity fund and has delivered an annualised return of 23.3% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal.

Nav of Kotak Consumption Fund (G) as of 6/11/2024 is ₹12.33 with the total AUM as of 6/12/2024 is ₹604.384. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Consumption Fund (G) was launched on Nov 16, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Consumption Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Consumption Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty India Consumption Index.

Kotak Consumption Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Consumption Fund (G).

Frequently Asked Questions

What is Kotak Consumption Fund (G)?

Kotak Consumption Fund (G) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Consumption Fund (G)?

You can invest in Kotak Consumption Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Consumption Fund (G)?

The minimum sip amount for Kotak Consumption Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Kotak Consumption Fund (G) good to invest in?

As per Scripbox experts, Kotak Consumption Fund (G) is a Not Reviewed Yet fund. You can investKotak Consumption Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Consumption Fund (G)?

The expense ratio of the Kotak Consumption Fund (G) is 2.35% for regular plan.