Kotak Consumption Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Kotak Consumption Fund - Regular Plan - Growth is ₹11.16.
It is better to invest in a fund with a longer track record as Kotak Consumption Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty India Consumption - TRI returns, as Funds portfolio is significantly different.
Kotak Consumption Fund - Regular Plan - Growth fund’s expense ratio is 2.38%
The process for redemption is
The AUM of Kotak Consumption Fund - Regular Plan - Growth is currently ₹508 Crores.
The Top three stocks are Maruti Suzuki, Hero MotoCorp and Bharti Airtel and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 44% and 60% of fund’s portfolio respectively.
Top three sectors of Kotak Consumption Fund - Regular Plan - Growth fund are FMCG, Auto and Telecom accounting for 68% of the total portfolio.
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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Consumption.
Devender Singhal and Abhishek Bisen manage the Kotak Consumption Fund - Regular Plan - Growth Fund.
Kotak Consumption Fund - Regular Plan - Growth current PE ratio is 52.82 and PB ratio is 8.08
The asset allocation of Kotak Consumption Fund - Regular Plan - Growth is Stocks : 98.01%, Debt : 2.01% and Gold : 0%
The minimum SIP amount for Kotak Consumption Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Consumption Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days