Kotak Consumption IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Consumption IDCW Reinvest Direct Plan

NAV
₹12.3410
-1.05%
(27 Feb)
AUM
1,231 Cr
TER
0.55%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.8%
-4.4%
-4.4%
-4.4%
-6.8%
3Y
NA
+31.2%
+31.2%
+31.2%
+29.1%
5Y
NA
+23.2%
+23.2%
+23.2%
+22.3%
ALL
+18.9%
+11.1%
+11.1%
+11.1%
+15.4%
VOL
13.6%
20.3%
20.3%
20.3%
20.2%
TER
0.6%
0.8%
0.8%
0.8%
0.8%
AUM
₹1,231 Cr
₹4,543 Cr
₹4,543 Cr
₹4,543 Cr
₹1,230 Cr
INFO
1.38
0.54
0.54
0.54
0.77
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 IDCW Reinvest (DR)
₹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 Jan
Top holdings
Bharti Airtel Ltd
8.9%
ITC Ltd
8.4%
Maruti Suzuki India Ltd
8.3%
Hindustan Unilever Ltd
6.8%
Hero MotoCorp Ltd
5.1%
Zomato Ltd
4.6%
Mahindra & Mahindra Ltd
3.8%
Dabur India Ltd
3.7%
Radico Khaitan Ltd
3.6%
Pokarna Ltd
3.4%
Top industry exposure
Consumer Cyclical
38.7%
Consumer Defensive
28.9%
Communication Services
12.2%
Healthcare
9.0%
Industrials
7.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
29%
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