Kotak Consumption Fund - Direct Plan - Growth Option
Mutual Fund · Equity Scheme - Sectoral/ Thematic · As of 18 Oct 2026, 6:03 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
61/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 2.9 years of history — too short to judge through a full cycle
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹14.12
As of
16 Oct 2026
Fund History Available
2.9 yrs
1Y Return (CAGR)
-7.4%
Negative
3Y Return (CAGR)
12.5%
Annualized Volatility
14.1%
Moderate
Sharpe Ratio (est.)
0.45
Moderate
Max Drawdown
-20.6%
Notable drop seen
Category
Equity Scheme - Sectoral/ Thematic
Fund House
Kotak Mahindra Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,21,977
Estimated Gain
₹2,21,977
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
