FAQ : Kotak Consumption Fund - Growth - Direct Plan

Kotak Consumption Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.02 N/A N/A N/A
Average Rolling Returns(%) 13.52 N/A N/A N/A

The Current NAV of Kotak Consumption Fund - Growth - Direct Plan is ₹14.96.

It is better to invest in a fund with a longer track record as Kotak Consumption Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Kotak Consumption Fund - Growth - Direct Plan fund’s expense ratio is 0.56%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Consumption Fund - Growth - Direct Plan is currently ₹1,373 Crores.

The Top three stocks are ITC, Maruti Suzuki and Eternal and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 51% of fund’s portfolio respectively.

Top three sectors of Kotak Consumption Fund - Growth - Direct Plan fund are FMCG, Retail and Auto accounting for 68% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Consumption it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Consumption Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Consumption.

Devender Singhal and Abhishek Bisen manage the Kotak Consumption Fund - Growth - Direct Plan Fund.

Kotak Consumption Fund - Growth - Direct Plan current PE ratio is 49.43 and PB ratio is 10.51

The asset allocation of Kotak Consumption Fund - Growth - Direct Plan is Stocks : 98.94%, Debt : 1.09% and Gold : 0%

The minimum SIP amount for Kotak Consumption Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Consumption Fund - Growth - Direct Plan is 0.50% on or before 90 days, Nil after 90 days

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