Kotak Consumption Fund Growth

Kotak Consumption Fund Growth

1M
6M
1Y
All
NAV: 04 Jun '26
₹13.25
Min. for SIP
₹100
Fund size (AUM)
₹1,686.78 Cr
Expense ratio
2.11%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,295
+1.97%
6 months₹30,000₹29,774
-0.75%
1 year₹60,000₹58,709
-2.15%

Holdings (45)

NameSectorInstrumentsAssets
Maruti Suzuki India LtdConsumer DiscretionaryEquity7.64%
Bharti Airtel LtdTechnologyEquity6.93%
Zomato LtdTechnologyEquity5.83%
Radico Khaitan LtdConsumer StaplesEquity5.59%
Hindustan Unilever LtdConsumer StaplesEquity5.47%
Hero Motocorp LtdConsumer DiscretionaryEquity5.09%
Ami Organics LtdHealthcareEquity4.79%
Britannia Industries LtdConsumer StaplesEquity3.93%
Park Medi World Ltd.HealthcareEquity3.36%
Midwest Ltd.MaterialsEquity3.30%
Greenpanel Industries LtdMaterialsEquity3.25%
Varun Beverages LtdConsumer StaplesEquity2.47%
Godrej Consumer Products LtdConsumer StaplesEquity2.39%
Avenue Supermarts LtdConsumer StaplesEquity2.31%
Ola Electric Mobility Ltd.Consumer DiscretionaryEquity2.17%
Kajaria Ceramics LtdIndustrialsEquity2.04%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.98%
PVR LtdConsumer DiscretionaryEquity1.93%
Ajanta Pharma LtdHealthcareEquity1.91%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.84%
ITC LtdConsumer StaplesEquity1.80%
VST Tillers Tractors LtdIndustrialsEquity1.70%
Pokarna LtdMaterialsEquity1.68%
Sun TV Network LtdConsumer DiscretionaryEquity1.65%
Avanti Feeds LtdConsumer StaplesEquity1.64%
Eicher Motors LtdConsumer DiscretionaryEquity1.58%
Jubilant Pharmova LtdHealthcareEquity1.55%
Swiggy Ltd.TechnologyEquity1.40%
Subros LtdConsumer DiscretionaryEquity1.16%
Honasa Consumer Ltd.Consumer StaplesEquity1.11%
Dabur India LtdConsumer StaplesEquity1.05%
Orchid Pharma LtdHealthcareEquity0.99%
Innova Captab Ltd.HealthcareEquity0.98%
RepoUnspecifiedRepo0.95%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.95%
Krishna Institute Of Medical Sciences LtdHealthcareEquity0.92%
Emami LtdConsumer StaplesEquity0.89%
MRF LtdConsumer DiscretionaryEquity0.77%
Indigo Paints LtdMaterialsEquity0.76%
Century Plyboards (India) LtdMaterialsEquity0.63%
CORONA Remedies Ltd.HealthcareEquity0.60%
Vedant Fashions LtdConsumer DiscretionaryEquity0.51%
Shoppers Stop LtdConsumer DiscretionaryEquity0.37%
Navneet Education LtdConsumer DiscretionaryEquity0.31%
Net PayablesUnspecifiedNet Payables-0.17%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-1.1%-8.6%+1.8%+32.7%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)8121--

Exit load, stamp duty and tax

Exit load

0.5% for redemption within 90 Days

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

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

AB
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

DS
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 ).

About Kotak Consumption Fund Growth

Kotak Consumption Fund Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Consumption Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,91,225 Cr and the Latest NAV as of 04 Jun 2026 is ₹13.25. The Kotak Consumption Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. 0.5% for redemption within 90 Days ;

Investment Objective

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.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,91,224.54 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,