← Equity: Thematic-Consumption
Start this SIP →
Kotak Mahindra Mutual Fund · Equity: Thematic-Consumption
Kotak Consumption Fund - Regular plan - Growth Option
The investment objective of 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. However, there is no assurance that the objective of the scheme will be achieved.
EquityBenchmark · NIFTY India Consumption TRITER · 2.09%Inception · 16-11-2023
NAV
₹13.34
+0.73% · as of 14-05-2026
Since inception
12.23%
CAGR
Benchmark (inception)
13.99%
CAGR
Fund size
₹17 Cr
AUM
Expense ratio
2.09%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +12.23% CAGR vs benchmark +13.99%.
Portfolio
Where the money is invested
Top holdings
ITC LIMITED EQ NEW FV RE.1/-8.03%
MARUTI SUZUKI INDIA LIMITED EQ7.48%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.24%
ZOMATO LIMITED EQ5.97%
HERO MOTOCORP LIMITED EQ FV RS 25.42%
Ami Organics Limited5.22%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.74%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 14.11%
Park Medi World Limited3.06%
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-2.43%
Sector allocation
Fast Moving Consumer Goods24.89%
Automobile and Auto Components18.43%
Consumer Services16.20%
Healthcare15.52%
Consumer Durables11.51%
Telecommunication7.24%
Media, Entertainment & Publication3.82%
Capital Goods1.73%
Construction Materials1.05%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.2% p.a.₹10,000
10 years
Projected value
₹23,55,472
Invested: ₹12,00,000
Gained: ₹11,55,472
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Devender Singhal & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152170
ISIN (Growth)
INF174KA1PM5
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Consumption funds
Tata India Consumer Reg Gr
₹44.02
1Y
+2.5%
3Y
+16.1%
5Y
+15.3%
HSBC Consumption Fund Reg Gr
₹14.01
1Y
+1.6%
3Y
+0.0%
5Y
+0.0%
BOI Consumption Fund Reg Gr
₹10.42
1Y
+1.5%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Consumption Opportunities Fund Reg Plan Gr
₹9.60
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Union Consumption Fund Reg Plan Gr
₹9.13
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.