Kotak Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 25 Mar 2025₹12.57
Min. SIP amount₹100
RatingNA
Fund size₹1,156.99Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
3 months
6 months
1 year
Total investment of ₹2,933
Would have become ₹2,875 (-0.98%)

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns-7.0%-15.5%20.0%26.3%
Category averageNANA8.1%NA
Rank with in category1181NA
Understand terms

Holdings (42)

NameSectorInstrumentAssets
CommunicationEquity9.19%
AutomobileEquity8.55%
Consumer StaplesEquity8.41%
Consumer StaplesEquity6.44%
ServicesEquity5.34%
AutomobileEquity4.56%
Consumer StaplesEquity3.86%
Consumer StaplesEquity3.62%
AutomobileEquity3.48%
ConstructionEquity3.11%
ServicesEquity2.78%
HealthcareEquity2.21%
HealthcareEquity2.20%
ServicesEquity2.10%
ServicesEquity2.08%
Consumer StaplesEquity2.06%
ServicesEquity1.89%
Consumer StaplesEquity1.78%
AutomobileEquity1.62%
ServicesEquity1.58%
Consumer StaplesEquity1.55%
HealthcareEquity1.55%
ServicesEquity1.47%
ServicesEquity1.40%
HealthcareEquity1.38%
Consumer DiscretionaryEquity1.33%
ServicesEquity1.25%
AutomobileEquity1.24%
ServicesEquity1.13%
ServicesEquity1.09%
HealthcareEquity1.05%
Consumer StaplesEquity0.92%
Consumer StaplesEquity0.91%
Consumer StaplesEquity0.83%
HealthcareEquity0.82%
HealthcareEquity0.77%
ServicesEquity0.73%
Consumer StaplesEquity0.43%
Consumer StaplesEquity0.36%
ServicesEquity0.30%
ServicesEquity0.26%
ConstructionEquity0.22%
See All

Expense ratio, exit load and tax

Expense ratio: 0.54%

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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