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Kotak Consumption Fund
Fund Overview
| Expense ratio | 0.56% as on Aug 31, 2025 |
| Exit load | 0.5% |
| AUM (Fund size) | ₹1,488 Cr |
| Lock-in Period | Nil |
| Age | 1 yrs 11 m since Oct 25, 2023 |
| Benchmark | NIFTY India Consumption TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Consumption Fund | 0.48% | 15.77% | -1.37% | N.A. | N.A. | N.A. |
| Nippon India Consumption Fund | -0.16% | 11.07% | -7.32% | 17.3% | 24.99% | 15.84% |
| SBI Consumption Opportunities Fund | -1.48% | 5.14% | -12.57% | 15.63% | 25.59% | 16.82% |
| ICICI Prudential Bharat Consumption Fund | 0.25% | 12.02% | -6.41% | 18.25% | 22.15% | 10.67% |
| Mirae Asset Great Consumer Fund | 0.06% | 14.55% | -6.85% | 18.91% | 23.7% | 18.01% |
| Tata India Consumer Fund | -0.67% | 11.39% | -6.21% | 18.45% | 21.78% | 17.73% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Consumption Fund | N.A. | N.A. | N.A. | N.A. |
| Nippon India Consumption Fund | 13.42 | 0.76 | 0.83 | 1.01 |
| SBI Consumption Opportunities Fund | 13.83 | 0.78 | 0.76 | 0.98 |
| ICICI Prudential Bharat Consumption Fund | 12.36 | 0.71 | 0.88 | 1.09 |
| Mirae Asset Great Consumer Fund | 14.46 | 0.85 | 0.84 | 1.08 |
| Tata India Consumer Fund | 14.01 | 0.80 | 0.84 | 1.04 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Consumption Fund | 1,488 Cr | 1 yrs 11 m | 0.56% |
| Nippon India Consumption Fund | 2,756 Cr | 12 yrs 8 m | 0.54% |
| SBI Consumption Opportunities Fund | 3,175 Cr | 12 yrs 8 m | 0.94% |
| ICICI Prudential Bharat Consumption Fund | 3,261 Cr | 6 yrs 6 m | 1.07% |
| Mirae Asset Great Consumer Fund | 4,552 Cr | 12 yrs 8 m | 0.43% |
| Tata India Consumer Fund | 2,518 Cr | 9 yrs 9 m | 0.72% |