Kotak NIFTY India Consumption ETF
Expense Ratio: 0.1
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 25-07-2022
Exit Load: Nil
Fund Size:₹35.08 Cr
Performance
1Y
Fund-91.08%
Cat. Avg.-0.91%
2Y
Fund-69.86%
Cat. Avg.0.60%
3Y
Fund-49.10%
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund-36.46%
Cat. Avg.-6.26%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BHARTI AIRTEL LTD. | 3.44 | 9.82% |
| 2 | ITC Ltd. | 2.90 | 8.29% |
| 3 | Mahindra & Mahindra Ltd. | 2.88 | 8.21% |
| 4 | ETERNAL LIMITED | 2.01 | 5.73% |
| 5 | Hindustan Unilever Ltd. | 1.97 | 5.63% |
| 6 | Maruti Suzuki India Limited | 1.93 | 5.52% |
| 7 | TITAN COMPANY LTD. | 1.91 | 5.45% |
| 8 | Inter Globe Aviation Ltd | 1.28 | 3.64% |
| 9 | Asian Paints(India) Ltd. | 1.25 | 3.57% |
| 10 | TRENT LTD | 1.15 | 3.27% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 40920 | -31.8% | -57.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 46783 | -61.0% | -69.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 53308 | -70.4% | -66.9% |
| SI | 08 Aug, 22 | 2.55 L. | 64171 | -74.8% | -60.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 8921 | -91.1% | -91.1% |
| 2Y | 16 Oct, 24 | 1 L. | 9085 | -90.9% | -69.9% |
| 3Y | 16 Oct, 23 | 1 L. | 13190 | -86.8% | -49.1% |
| SI | 03 Aug, 22 | 1 L. | 14849 | -85.2% | -36.5% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.