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Kotak Consumption Fund - Regular plan - Growth Option is an equity scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 2 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.09% on assets of ₹1,687Cr. The fund is currently managed by Mr. Abhishek Bisen, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 80% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 7.64% |
| BHARTI AIRTEL LIMITED | Communication Services | 6.93% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 5.59% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 5.47% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 5.09% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 3.93% |
| GREENPANEL INDUSTRIES LIMITED | Basic Materials | 3.25% |
| Varun Beverages Ltd | Consumer Defensive | 2.47% |
| GODREJ CONSUMER PRODUCTS LIMITED | Consumer Defensive | 2.39% |
| AVENUE SUPERMARTS LIMITED | Consumer Defensive | 2.31% |
| Ola Electric Mobility Ltd | Consumer Cyclical | 2.17% |
| KAJARIA CERAMICS LIMITED | Consumer Cyclical | 2.04% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.98% |
| AJANTA PHARMA LIMITED | Healthcare | 1.91% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.84% |
| ITC LIMITED | Consumer Defensive | 1.80% |
| V.S.T. TILLERS TRACTORS LIMITED | Consumer Cyclical | 1.70% |
| POKARNA LIMITED | Others | 1.68% |
| SUN TV NETWORK LIMITED | Communication Services | 1.65% |
| AVANTI FEEDS LIMITED | Consumer Defensive | 1.64% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 1.58% |
| JUBILANT PHARMOVA LIMITED | Healthcare | 1.55% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.40% |
| SUBROS LIMITED | Consumer Cyclical | 1.16% |
| HONASA CONSUMER LIMITED | Consumer Defensive | 1.11% |
| Sector | Holdings | Weight |
|---|---|---|
| Fast Moving Consumer Goods | — | 26.65% |
| Automobile and Auto Components | — | 20.25% |
| Healthcare | 6 | 15.10% |
| Consumer Services | — | 13.35% |
| Consumer Durables | — | 11.66% |
| Telecommunication | — | 6.93% |
| Media, Entertainment & Publication | — | 3.58% |
| Capital Goods | — | 1.70% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
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| 1Y | -4.89% | 3.24% | 7.50% | 14.12% | 35.48% | 95.3% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 45.1% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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