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Kotak Consumption  IDCW-P

Kotak Consumption IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation19.0%
Sharpe Ratio-0.38
Beta0.96

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Capital Goods11.3%
Consumers65.39%
Services23.31%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Eternal LtdConsumers7.87%
Maruti Suzuki India LtdConsumers6.98%
Bharti Airtel LtdServices6.56%
Hero MotoCorp LtdConsumers5.31%
Hindustan Unilever LtdConsumers3.51%
ITC LtdConsumers3.42%
Park Medi World LtdServices3.24%
United Foodbrands LtdConsumers3.16%
Acutaas Chemicals LtdCapital Goods3.15%
Britannia Industries LtdConsumers3.08%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

DS

Devender Singhal

Mr. Devender Singhal has experience of 25 years. Manages 62 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹43,341 Cr Holds a B.A.(Hons. degree.

Team

48 years

Combined Team Experience

AUM

₹ 1,21,832 Cr

Assets Under Management

AB
Abhishek Bisen
Co-Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

Firm OverviewFirm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.33%

iconRegulatory & Tax Information

INF174KA1PN3
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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