Kotak Consumption Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Consumption Growth Direct Plan

NAV
₹13.6790
+0.29%
(27 Dec)
AUM
1,111 Cr
TER
0.55%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+30.3%
+30.2%
+29.6%
+29.3%
+17.8%
3Y
+35.5%
NA
+35.6%
+37.4%
+35.2%
5Y
+31.0%
NA
+28.7%
+25.4%
NA
ALL
+17.9%
+32.5%
+17.5%
+12.3%
+27.8%
VOL
18.1%
12.5%
19.6%
20.3%
22.6%
TER
1.2%
0.6%
0.8%
0.7%
0.5%
AUM
₹6,990 Cr
₹1,111 Cr
₹1,345 Cr
₹4,686 Cr
₹5,532 Cr
INFO
0.99
2.60
0.89
0.61
1.23
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Consumption (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Bharti Airtel Ltd
9.2%
ITC Ltd
8.6%
Hindustan Unilever Ltd
8.3%
Maruti Suzuki India Ltd
7.0%
Hero MotoCorp Ltd
5.5%
Zomato Ltd
5.1%
Radico Khaitan Ltd
3.9%
Dabur India Ltd
3.8%
Mahindra & Mahindra Ltd
3.6%
Jubilant Pharmova Ltd
3.1%
Top industry exposure
Consumer Cyclical
35.5%
Consumer Defensive
31.5%
Communication Services
13.8%
Healthcare
7.3%
Industrials
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
25%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund 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
Fund manager(s)
Abhishek Bisen
Devender Singhal

FAQs