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

Kotak Consumption IDCW Reinvest Direct Plan

NAV
₹14.0620
-1.19%
(24 Feb)
AUM
1,646 Cr
TER
0.57%
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
+31.2%
+31.2%
+31.2%
+29.2%
+13.9%
3Y
+36.0%
+36.0%
+36.0%
+33.5%
NA
5Y
+29.4%
+29.4%
+29.4%
+27.5%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.8%
+16.8%
VOL
20.0%
20.0%
20.0%
20.1%
13.2%
TER
0.8%
0.8%
0.8%
0.9%
0.6%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹1,646 Cr
INFO
0.64
0.64
0.64
0.83
1.27
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
Maruti Suzuki India Ltd
8.2%
ITC Ltd
8.0%
Eternal Ltd
6.6%
Hero MotoCorp Ltd
5.5%
Bharti Airtel Ltd
5.4%
Radico Khaitan Ltd
4.7%
Britannia Industries Ltd
4.1%
Acutaas Chemicals Ltd
3.6%
Godrej Consumer Products Ltd
2.6%
Dabur India Ltd
2.6%
Top industry exposure
Consumer Cyclical
34.9%
Consumer Defensive
25.3%
Communication Services
11.6%
Healthcare
9.9%
Basic Materials
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
28%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 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