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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 · 2.11%Inception · 16-11-2023
NAV
₹14.12
+0.91% · as of 15-07-2026
Since inception
13.83%
CAGR
Benchmark (inception)
14.01%
CAGR
Fund size
₹1,711 Cr
AUM
Expense ratio
2.11%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +13.83% CAGR vs benchmark +14.01%.
Portfolio
Where the money is invested
Top holdings
MARUTI SUZUKI INDIA LIMITED EQ7.62%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.80%
ZOMATO LIMITED EQ5.98%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-5.18%
HERO MOTOCORP LIMITED EQ FV RS 24.95%
Ami Organics Limited4.91%
Park Medi World Ltd.4.25%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 14.00%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.62%
Midwest Limited3.20%
Sector allocation
Fast Moving Consumer Goods23.01%
Automobile and Auto Components20.32%
Healthcare16.97%
Consumer Services14.39%
Consumer Durables13.33%
Telecommunication6.80%
Media, Entertainment & Publication3.45%
Capital Goods1.51%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.8% p.a.₹10,000
10 years
Projected value
₹25,93,925
Invested: ₹12,00,000
Gained: ₹13,93,925
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
₹46.48
1Y
+5.0%
3Y
+14.4%
5Y
+14.3%
HSBC Consumption Fund Reg Gr
₹14.82
1Y
+0.6%
3Y
+0.0%
5Y
+0.0%
ITI Bharat Consumption Fund Reg Plan Plan Gr
₹11.40
1Y
+0.5%
3Y
+0.0%
5Y
+0.0%
Quant Consumption Fund Gr Reg Plan
₹10.29
1Y
+0.5%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Consumption Opportunities Fund Reg Plan Gr
₹10.17
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
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