Kotak Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 15 Dec 2025
₹14.93
Rating
NA
Min. SIP amount
₹100
Fund size
₹1,709.11Cr

Returns calculator

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

Holdings (44)

NameSectorInstrumentAssets
Consumer StaplesEquity9.40%
AutomobileEquity8.35%
ServicesEquity6.76%
AutomobileEquity5.71%
CommunicationEquity5.35%
Consumer StaplesEquity5.18%
Consumer StaplesEquity3.83%
Midwest Ltd.
ConstructionEquity3.52%
HealthcareEquity3.24%
Consumer StaplesEquity3.07%
Consumer StaplesEquity2.53%
Consumer StaplesEquity2.44%
CommunicationPPE2.43%
ServicesEquity2.38%
ServicesEquity2.26%
AutomobileEquity2.13%
Consumer DiscretionaryEquity2.13%
ServicesEquity1.89%
ServicesEquity1.88%
ServicesEquity1.84%
AutomobileEquity1.74%
ConstructionEquity1.73%
HealthcareEquity1.73%
AutomobileEquity1.60%
ServicesEquity1.44%
HealthcareEquity1.25%
AutomobileEquity1.21%
ConstructionEquity1.21%
ServicesEquity1.10%
ChemicalsEquity1.09%
Consumer StaplesEquity1.01%
HealthcareEquity0.90%
HealthcareEquity0.89%
AutomobileEquity0.86%
ServicesEquity0.84%
ServicesEquity0.69%
ServicesEquity0.60%
Consumer StaplesEquity0.60%
Consumer DiscretionaryEquity0.58%
ServicesEquity0.50%
Consumer StaplesEquity0.48%
HealthcareEquity0.41%
Consumer StaplesEquity0.32%
Consumer StaplesEquity0.30%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns0.4%10.0%8.8%48.8%
Category averageNANA-0.4%NA
Rank with in category111NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.56%

Inclusive of GST

Exit load

0.5% for redemption within 90 Days

Stamp duty

0.005% (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%.

Understand terms
Check past data

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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