Kotak Consumption Fund – Direct Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.71 %
Expense Ratio
Rating
547
Fund Size (in Cr)
6 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 17 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 14.2%
Category Average 38.3% 22.3% 19% -

Scheme Allocation

By Holding
By Sector
By Asset
ITC
6.89%
Others
61.49%
View all Holdings
Holdings Sector Instrument Asset
Maruti Suzuki Automobile Equity 9.31%
Bharti Airtel Telecomm-Service Equity 9.1%
Hind. Unilever FMCG Equity 7.65%
ITC Tobacco Products Equity 6.89%
Hero Motocorp Automobile Equity 5.56%
Zomato Ltd E-Commerce/App based Aggregator Equity 4.35%
Radico Khaitan Alcoholic Beverages Equity 4.33%
Voltas Consumer Durables Equity 3.98%
Samvardh. Mothe. Auto Ancillaries Equity 3.71%
Emami FMCG Equity 3.01%
Colgate-Palmoliv FMCG Equity 2.97%
Godrej Consumer FMCG Equity 2.94%
Exide Inds. Auto Ancillaries Equity 2.56%
Interglobe Aviat Air Transport Service Equity 2.4%
Britannia Inds. FMCG Equity 2.16%
Subros Auto Ancillaries Equity 2.06%
Sun TV Network Entertainment Equity 1.97%
Innova Captab Pharmaceuticals Equity 1.97%
Fortis Health. Healthcare Equity 1.85%
United Spirits Alcoholic Beverages Equity 1.82%
Krishna Institu. Healthcare Equity 1.63%
Titan Company Diamond, Gems and Jewellery Equity 1.62%
Century Plyboard Plywood Boards/Laminates Equity 1.6%
Jubilant Food. Quick Service Restaurant Equity 1.35%
V-Mart Retail Retail Equity 1.26%
PVR Inox Entertainment Equity 1.23%
Barbeque-Nation Quick Service Restaurant Equity 1.13%
CEAT Tyres Equity 1.08%
Mahindra Life. Construction Equity 1.01%
Navneet Educat. Printing & Stationery Equity 1%
Flair Writing Printing & Stationery Equity 0.99%
Shoppers Stop Retail Equity 0.96%
Kansai Nerolac Paints/Varnish Equity 0.93%
Zee Entertainmen Entertainment Equity 0.91%
Heritage Foods FMCG Equity 0.73%
Bikaji Foods FMCG Equity 0.59%
Pokarna Miscellaneous Equity 0.53%
Automobiles
18.37%
Diversified FMCG
15.19%
Telecom-Services
8.64%
Consumer Durables
7.73%
Auto Components
6.82%
Others
43.25%
View all Sectors
Sectors Asset
Automobiles 18.37%
Diversified FMCG 15.19%
Telecom-Services 8.64%
Consumer Durables 7.73%
Auto Components 6.82%
Beverages 5.53%
Retailing 5.52%
Personal Products 5.12%
Entertainment 4.57%
Healthcare Services 3.95%
Food Products 3.32%
Debt 3.26%
Leisure Services 2.87%
Pharmaceuticals & Biotech 2.46%
Transport Services 2.12%
Industrial Products 1.45%
Printing & Publication 1.15%
Household Products 1.04%
Realty 1.03%
Cash & Others -0.14%
Equity
99.14%
Reverse Repos
1.88%
Net Curr Ass/Net Receivables
-1.02%

Advance Ratio

-12.47
Alpha
3
SD
0.85
Beta
1.28
Sharpe

Exit Load

Exit Load 1% - For redeemed / switch out within 30 days from the date of allotment. Nil - If units are redeemed or switched out on or after 30 days from the date of allotment.

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 Managers

Devender Singhal - Fund Manager

Mr Devendra Singhal has 14 years of equity and fund management research experience. His main focus at KMAMC is to cover media, automotive, and FMCG research. He worked for Kotak Portfolio Management Services before joining the company’s AMC division. He has been consistently involved in the Kotak Group for nearly 12 years. He previously worked as a fund manager at Religare and at Karvy.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak Consumption Fund – Direct Growth ?

You can invest in Kotak Consumption Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Consumption Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak Consumption Fund – Direct Growth ?

The NAV of Kotak Consumption Fund – Direct Growth is ₹11.4 as of 17 May 2024.

How to redeem Kotak Consumption Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak Consumption Fund – Direct Growth?

The minimum SIP amount of Kotak Consumption Fund – Direct Growth is ₹100

What are the top sectors Kotak Consumption Fund – Direct Growth has invested in?

The top sectors Kotak Consumption Fund – Direct Growth has invested in are
  1. Automobiles - 18.37%
  2. Diversified FMCG - 15.19%
  3. Telecom-Services - 8.64%
  4. Consumer Durables - 7.73%
  5. Auto Components - 6.82%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Consumption Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak Consumption Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Kotak Consumption Fund – Direct Growth generated ?

The Kotak Consumption Fund – Direct Growth has delivered 14.2% since inception

What is the expense ratio of Kotak Consumption Fund – Direct Growth ?

The expense ratio of Kotak Consumption Fund – Direct Growth is 0.71 % as of 17 May 2024.

What is the AUM of Kotak Consumption Fund – Direct Growth?

The AUM of Kotak Consumption Fund – Direct Growth is ₹3,12,371 Cr as of 17 May 2024

What are the top stock holdings of Kotak Consumption Fund – Direct Growth?

The top stock holdings of Kotak Consumption Fund – Direct Growth are
  1. Maruti Suzuki - 9.31%
  2. Bharti Airtel - 9.1%
  3. Hind. Unilever - 7.65%
  4. ITC - 6.89%
  5. Hero Motocorp - 5.56%

How can I redeem my investments in Kotak Consumption Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Consumption Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now