Kotak Consumption Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.3%
Sharpe Ratio0.22
Beta1.07
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices9.85%
ITC LtdConsumers8.58%
Maruti Suzuki India LtdConsumers8.18%
Eternal LtdConsumers5.50%
Hero MotoCorp LtdConsumers4.95%
Radico Khaitan LtdConsumers4.37%
Mahindra & Mahindra LtdConsumers3.24%
Vishal Mega Mart LtdConsumers3.20%
Acutaas Chemicals LtdCapital Goods2.94%
Dabur India LtdConsumers2.90%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.12%
Regulatory & Tax Information
INF174KA1PO1
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)