Kotak Consumption Fund Regular Plan Growth

Risk: Very High
₹ 13.00
NAV (Jul 25,2024)

The Kotak Consumption Fund - Regular Plan - Growth is an investment option that aims to capitalize on the growth potential of the consumption sector in India. With a minimum investment of ₹100, it offers investors an opportunity to benefit from the growth of companies in industries such as FMCG, retail, and consumer durables. As of now, the fund has an expense ratio of 2.38% and a PE ratio of 50.83. The scheme was established on November 16, 2023, and has an AUM of ₹433.77.

Kotak Consumption Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Consumption Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    50.83
  • P/B Ratio
    UM_URBAN_MONEY

    8.54
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.82
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.38%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 433.77 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,654.42 (16.54%)₹ 12,267.92 (22.68%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 30,000₹ 34,963.26 (16.54%)₹ 36,803.76 (22.68%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 50,000₹ 58,272.1 (16.54%)₹ 61,339.6 (22.68%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 80,000₹ 93,235.36 (16.54%)₹ 98,143.36 (22.68%)₹ -- (--)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,16,544.2 (16.54%)₹ 1,22,679.2 (22.68%)₹ -- (--)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Hero MotoCorp Ltd9.54%
  • Hindustan Unilever Ltd9.09%
  • Maruti Suzuki India Limited8.74%
  • BHARTI AIRTEL LTD8.61%
  • ITC Ltd7.97%
  • Radico Khaitan Ltd3.82%
  • Godrej Consumer Products Ltd3.13%
  • INNOVA CAPTABS LTD2.85%
  • Britannia Industries Ltd2.77%
  • Sun TV Network Limited2.46%
  • Zomato Ltd2.42%
  • Century Plyboards India Ltd2.22%
  • Zee Entertainment Enterprises Ltd2.15%
  • Emami Ltd2.14%
  • Inter Globe Aviation Ltd2.05%
  • Fortis Healthcare India Ltd2.03%
  • United Spirits Ltd1.98%
  • Exide Industries Ltd1.98%
  • Subros Limited1.94%
  • TITAN COMPANY LTD1.91%
  • KRISHNA INSTITUTE OF MEDICAL1.83%
  • Voltas Ltd1.80%
  • PVR LTD1.72%
  • Triparty Repo1.61%
  • Bharat Forge Ltd1.60%
  • V Mart Retail Ltd1.48%
  • Barbeque Nation Hospitality Ltd1.41%
  • FLAIR WRITING INDUSTRIES LIMITED1.32%
  • Kansai Nerolac Paints Ltd1.27%
  • Navneet Education Ltd1.18%
  • CEAT Ltd1.17%
  • Mahindra Lifespace Developers Ltd1.09%
  • Shopper Stop Ltd1.07%
  • Indian Railway Catering And Tourism Corporation Lt1.02%
  • Jubilant Foodworks Limited0.94%
  • Net Current Assets Liabilities-0.33%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

LIC MF Infrastructure Fund - Regular Plan - GrowthLIC MF Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

43.18%

Quant Infrastructure Fund - GrowthQuant Infrastructure Fund - Growth

EQUITY

Very High

32.93%

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

29.03%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.85%

Bandhan Infrastructure Fund - Regular Plan - GrowthBandhan Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.67%

Tata Infrastructure Fund - Regular Plan - GrowthTata Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

27.20%

Canara Robeco Infrastructure Fund - Regular Plan - GrowthCanara Robeco Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

26.72%

Sundaram Infrastructure Advantage Fund - GrowthSundaram Infrastructure Advantage Fund - Growth

EQUITY

Very High

25.36%

Mirae Asset Great Consumer Fund - Regular Plan - GrowthMirae Asset Great Consumer Fund - Regular Plan - Growth

EQUITY

Very High

13.10%

ITI Banking & Financial Services Fund - Regular Plan - GrowthITI Banking & Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

7.00%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Infrastructure Fund - Regular Plan - GrowthLIC MF Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

81.89%

HDFC Infrastructure Fund - GrowthHDFC Infrastructure Fund - Growth

EQUITY

Very High

71.23%

Taurus Infrastructure Fund - Regular Plan - GrowthTaurus Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

57.25%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

54.38%

UTI Banking and Financial Services Fund - Regular Plan - IDCWUTI Banking and Financial Services Fund - Regular Plan - IDCW

EQUITY

Very High

29.05%

Aditya Birla Sun Life India GenNext Fund - GrowthAditya Birla Sun Life India GenNext Fund - Growth

EQUITY

Very High

28.15%

IL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - GrowthIL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - Growth

DEBT

Low

21.71%

Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - GrowthBaroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

21.23%

ICICI Prudential FMCG Fund - GrowthICICI Prudential FMCG Fund - Growth

EQUITY

Very High

15.81%

HSBC Infrastructure Equity Fund - GrowthHSBC Infrastructure Equity Fund - Growth

EQUITY

Very High

7.64%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

35.43%

SBI Infrastructure Fund - Regular Plan - GrowthSBI Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

33.41%

Taurus Infrastructure Fund - Regular Plan - GrowthTaurus Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.00%

HSBC Infrastructure Equity Fund - GrowthHSBC Infrastructure Equity Fund - Growth

EQUITY

Very High

22.70%

IDBI Banking & Financial Services Fund - Regular Plan - GrowthIDBI Banking & Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

21.26%

Nippon India Banking & Financial Services Fund - GrowthNippon India Banking & Financial Services Fund - Growth

EQUITY

Very High

20.24%

Aditya Birla Sun Life India GenNext Fund - GrowthAditya Birla Sun Life India GenNext Fund - Growth

EQUITY

Very High

17.32%

Franklin India Technology Fund - GrowthFranklin India Technology Fund - Growth

EQUITY

Very High

17.24%

Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - GrowthBaroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

IL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - GrowthIL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - Growth

DEBT

Low

12.36%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Infrastructure Fund - GrowthQuant Infrastructure Fund - Growth

EQUITY

Very High

37.64%

Invesco India Infrastructure Fund - GrowthInvesco India Infrastructure Fund - Growth

EQUITY

Very High

27.22%

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

25.67%

Sundaram Infrastructure Advantage Fund - GrowthSundaram Infrastructure Advantage Fund - Growth

EQUITY

Very High

25.29%

Tata Infrastructure Fund - Regular Plan - GrowthTata Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

25.22%

Bandhan Infrastructure Fund - Regular Plan - GrowthBandhan Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

24.45%

Canara Robeco Infrastructure Fund - Regular Plan - GrowthCanara Robeco Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

24.00%

Mirae Asset Great Consumer Fund - Regular Plan - GrowthMirae Asset Great Consumer Fund - Regular Plan - Growth

EQUITY

Very High

18.08%

Mahindra Manulife Consumption Fund - Regular Plan - GrowthMahindra Manulife Consumption Fund - Regular Plan - Growth

EQUITY

Very High

14.48%

Nippon India Banking & Financial Services Fund - GrowthNippon India Banking & Financial Services Fund - Growth

EQUITY

Very High

14.24%

Show all Funds

Fund Managers

DS

Mr. Devender SinghalFund Manager

AB

Mr. Abhishek BisenFund Manager - Debt

Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

AK

Mr. Arjun KhannaFund Manager

Mr. Arjun Khanna has over 11 years of experience out of which 10 years has been with Mutual Funds in Equity Research. Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Funds. He has also worked at Citibank N.A. in his earlier stint. He is a Bachelor of Engineering (Electronics) and has done his Masters of Management (Finance) from Jamnalal Bajaj Institute of Management Studies, Mumbai. He has received the Chartered Financial Analyst designation from the CFA Institute.

Get your latest Credit Score, FREE

Compare with similar Funds

Kotak Consumption Fund - Regular Plan - Growth

vs

SBI Infrastructure Fund - Regular Plan - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

IIFCL Mutual Fund - Infrastructure Debt Fund - Series I

Kotak Consumption Fund - Regular Plan - Growth

vs

Helios Financial Services Fund - Regular Plan - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

IDBI Banking & Financial Services Fund - Regular Plan - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

LIC MF Infrastructure Fund - Regular Plan - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

HDFC Infrastructure Fund - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

Groww Banking & Financial Services Fund - Regular Plan - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

Quant Infrastructure Fund - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

Tata Infrastructure Fund - Regular Plan - Growth

Kotak Consumption Fund - Regular Plan - Growth

vs

Mahindra Manulife Consumption Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Kotak Consumption Fund - Regular Plan - Growth?

The Kotak Consumption Fund - Regular Plan - Growth is a high-risk mutual fund that focuses on companies in the consumer goods and services sector. Investors should be aware of the potential volatility and have a high risk tolerance.

What is the current NAV (Net Asset Value) of the Kotak Consumption Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Kotak Consumption Fund - Regular Plan - Growth as of Jul 25,2024 is INR 13.00.

What is the expense ratio associated with the Kotak Consumption Fund - Regular Plan - Growth?

The Kotak Consumption Fund - Regular Plan - Growth has a 2.38% expense ratio.

What is the minimum investment amount required for the Kotak Consumption Fund - Regular Plan - Growth?

The minimum investment amount for Kotak Consumption Fund - Regular Plan - Growth is INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Consumption Fund - Regular Plan - Growth?

Yes, SIP is available for Kotak Consumption Fund - Regular Plan - Growth with a minimum investment of INR 100 per month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Equity Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your