Investment Objective
The Investment Objective Of The Scheme Is To Generate Long-Term Capital Appreciation From A Portfoliothat Is Invested Predominantly In Equity And Equity Related Securities Of Companies Engaged Inconsumption And Consumption…
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -1.47% | -3.81% | +9.89% | -5.21% | -4.85% | N/A | N/A | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with NIFTY India Consumption Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Kotak Consumption Fund Regular plan Growth Option is a Thematic - Consumption equity fund from Kotak Mahindra Asset Management Company Limited, launched on 8 Nov 2023. Its benchmark is the NIFTY India Consumption Index. The expense ratio is 2.33% a year. It manages ₹1,730 crore. The NAV was ₹13.27 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -4.85% | 18.51% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2023 to 2026, the fund returned more than the NIFTY India Consumption Index in 2 of 4 calendar years. The 2026 figure is year to date.
| Year | 2023 | 2024 | 2025 | 2026 YTD |
|---|---|---|---|---|
| This fund | +6.57% | +26.43% | +7.02% | -5.21% |
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| Benchmark | +26.79% | +18.63% | +8.16% | -6.05% |
Compare every consumption fund on returns, volatility, worst fall and cost.