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Kotak Consumption Fund(G)-Direct Plan

Kotak Consumption Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

-4.56%

1Y annualised

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NAV : 17 Sep 2026

₹14.38

Min. SIP amount

₹100

Fund size (AUM)

1730 Cr

Expense ratio

0.56%

Launched on

16 Nov 2023

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
2,88,000

Stock Allocation

Stock nameSectorAllocation
Eternal LimitedRetailing7.93%
Maruti Suzuki India LimitedAutomobile & Ancillaries7.58%
Bharti Airtel Ltd.Telecom6.49%

Fund Composition

1730 Cr

Large Cap

44.81%

Mid Cap

7.28%

Small Cap

45.05%

Others

2.85%

Sector Allocation

1730 Cr

Automobile & Ancillaries

21.31%

Fmcg

16.00%

Healthcare

15.18%

Retailing

10.17%

Construction Materials

9.31%

Telecom

6.49%

Domestic Equities

5.39%

Media & Entertainment

3.78%

Others

12.37%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

DS

Devender Singhal

Present

AB

Abhishek Bisen

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+36.32%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
I

ICICI Pru US Bluechip Equity Fund(G)-Direct Plan

+16.23%

FAQs

Kotak Consumption Fund(G)-Direct Plan is a part of Kotak Mahindra Asset Management Company Limited, it was incepted on 16 Nov 2023. This fund is managed by Devender Singhal and Abhishek Bisen. It is a Equity type of fund.

The current NAV of Kotak Consumption Fund(G)-Direct Plan is ₹14.38 (as of 17 Sep 2026).

Kotak Consumption Fund(G)-Direct Plan has delivered -4.56% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Kotak Consumption Fund(G)-Direct Plan is ₹100.

The expense ratio of Kotak Consumption Fund(G)-Direct Plan is 0.56%.

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