Sectoral / Thematic · Equity

Kotak Consumption Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty India Consumption TRI

Riskometer

Very High

Size

₹1,626 cr

Allotted

16 Nov 2023

Holdings as of

Not on record

Kotak Consumption Fund is a sectoral / thematic fund of Kotak Mahindra Mutual Fund with ₹1,626 cr under management. It is ahead of its benchmark (Nifty India Consumption TRI) in 1 of 1 periods. Its direct plan charges 0.84% a year.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Consumption Fund beaten its benchmark?

Ahead of its benchmark, Nifty India Consumption TRI, in 1 of 1 periods in AMFI's figures; −5.62% over the last year against −10.03%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−3.08%	−3.60%	—
3 months	−4.79%	−5.03%	—
6 months	+3.12%	−1.83%	—
1 year	−5.54%	−4.06%	−1.48 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 22 Nov 2023	+12.30%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty India Consumption TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−5.62%	−7.02%	−10.03%	+4.41	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Nov 2023 to 14 Oct 2026

Fund 139Nifty 500 TRI 126

₹100 put in at the start of Nov 2023 would be ₹139 on 14 Oct 2026, against ₹126 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Consumption Fund cost?

0.84% a year on the direct plan, 2.30% on the regular plan; 10 of 174 funds in its category charge less.

Direct plan

0.84% a year

Category median 1.22%

Regular plan

2.30% a year

Category median 2.38%

Gap

1.46 points

for the same holdings

10 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Consumption Fund?

Devender Singhal, since None; Abhishek Bisen, since None.

Devender Singhal

None years

since None

Abhishek Bisen

None years

since None

Benchmark as filedNifty India Consumption Index (Total Return Index)

Exit load

For redemption / switch out within 90 days from the date of allotment: 0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil Units issued on reinvestment of IDCW shall not be subject to entry and exit load. Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme.

From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026

What does Kotak Consumption Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.