Kotak Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 10 Jan 2025₹13.60
Min. SIP amount₹100
RatingNA
Fund size₹1,058.14Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns-5.4%5.6%26.9%36.0%
Category averageNANA18.7%NA
Rank with in category311NA
Understand terms

Holdings (41)

NameSectorInstrumentAssets
Consumer StaplesEquity8.71%
CommunicationEquity8.49%
AutomobileEquity7.57%
Consumer StaplesEquity6.78%
ServicesEquity5.68%
Consumer StaplesEquity4.46%
AutomobileEquity4.22%
Consumer StaplesEquity3.40%
AutomobileEquity3.39%
ServicesEquity3.05%
ConstructionEquity2.98%
HealthcareEquity2.59%
ServicesEquity2.25%
HealthcareEquity2.20%
ServicesEquity2.10%
HealthcareEquity1.89%
AutomobileEquity1.88%
Consumer StaplesEquity1.78%
ServicesEquity1.71%
Consumer StaplesEquity1.71%
ServicesEquity1.69%
ServicesEquity1.58%
ServicesEquity1.51%
Consumer StaplesEquity1.49%
Consumer DiscretionaryEquity1.46%
AutomobileEquity1.39%
ServicesEquity1.35%
ServicesEquity1.24%
Consumer StaplesEquity1.19%
HealthcareEquity1.14%
ServicesEquity0.99%
HealthcareEquity0.98%
Consumer StaplesEquity0.88%
Consumer StaplesEquity0.84%
HealthcareEquity0.84%
Consumer StaplesEquity0.50%
Consumer StaplesEquity0.48%
ServicesEquity0.43%
Consumer StaplesEquity0.42%
ConstructionEquity0.34%
TechnologyEquity0.29%
See All

Expense ratio, exit load and tax

Expense ratio: 0.55%

Inclusive of GST

Exit load

0.5% for redemption within 90 Days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Abhishek Bisen
Oct 2023 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he 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.
Also manages these schemes

Devender Singhal
Oct 2023 - Present
View details

Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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