- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Consumption Fund (G)
Kotak Consumption Fund (G)
₹ 14.527
NAV (Sep 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.527
NAV (Sep 13)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 45.3% |
6 Month CAGR | 41.9% |
Scheme Information
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.
Expense Ratio | 2.28 |
Launched (0y ago) | 2.28 |
AUM in Crores | 899.1 |
ISIN | INF174KA1PM5 |
Lock-in | |
Benchmark | NIFTY India Consumption Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Consumption Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
ITC Ltd.
9.2%Bharti Airtel Ltd.
7.8%Hindustan Unilever Ltd.
7.5%Maruti Suzuki India Ltd.
7.5%Zomato Ltd.
6%Allocation by Sector
Consumer Staples
38.63%Services
19.13%Automobile
18.55%Communication
8.43%Healthcare
5.35%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.799% | 14.354% | ||
14.065% | 8.139% | ||
- | 5.604% | ||
6.231% | 6.91% | ||
5.737% | 7.304% |
Kotak Consumption Fund (G) Review
Kotak Consumption Fund (G) is a Equity Equity fund and has delivered an annualised return of 45.27% over a period of 0 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Kotak Consumption Fund (G) as of 9/13/2024 is ₹14.53 with the total AUM as of 9/15/2024 is ₹899.0861. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Consumption Fund (G) was launched on 2023-11-16. The category risk of the fund is null.
The minimum SIP amount for Kotak Consumption Fund (G) is ₹1000 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 Total Return Index.
Kotak Consumption Fund (G) is rated as a null 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)?
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 ₹1000. 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 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 2.28% for regular plan.