Kotak Consumption Fund - Regular plan - Growth Option
Category: Equity: Thematic-Consumption
Launch Date: 16-11-2023
AUM:
₹ 547.81 Cr
Expense Ratio
2.37%
Benchmark
NIFTY India Consumption TRI
ISIN
INF174KA1PM5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
0
Fund Manager
Abhishek Bisen, Devender Singhal, Arjun Khanna
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Consumption Fund - Regular plan - Growth Option | - | - | - |
| Nifty India Consumption TRI | 35.19 | 22.01 | 19.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
11.179
Last change
0.02 (0.161%)
Fund Size (AUM)
₹ 547.81 Cr
Performance
11.53% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Abhishek Bisen, Devender Singhal, Arjun Khanna
Riskometer
Moderately High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Maruti Suzuki India Ltd. | 9.31 |
| Bharti Airtel Ltd. | 9.1 |
| Hindustan Unilever Ltd. | 7.65 |
| ITC Ltd. | 6.89 |
| Hero Motocorp Ltd. | 5.56 |
| Zomato Ltd. | 4.35 |
| Radico Khaitan Ltd. | 4.33 |
| Voltas Ltd. | 3.98 |
| Samvardhana Motherson International Ltd. | 3.71 |
| Emami Ltd. | 3.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 35.08 |
| Automobile | 21.72 |
| Services | 14.65 |
| Communication | 10.01 |
| Consumer Discretionary | 5.6 |
| Healthcare | 5.45 |
| Materials | 3.06 |
| Capital Goods | 2.56 |
| Construction | 1.01 |
| Others | 0.86 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Consumption Fund Reg Gr | 0.0 |
| ICICI Pru Bharat Consumption Gr | 18.78 |
| Nippon India Consumption Gr Gr | 23.67 |
| Mahindra Manulife Consumption Fund Reg Gr | 16.45 |
| Tata India Consumer Reg Gr | 18.8 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.25 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 20.51 |
| Mirae Asset Great Consumer Reg Gr | 20.14 |
| UTI India Consumer Reg Gr | 16.69 |
| Sundaram Consumption Reg Gr | 16.21 |