How to check the XIRR of Kotak Consumption Fund - Regular plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Kotak Consumption Fund - Regular plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Kotak Consumption Fund - Regular plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Kotak Consumption Fund - Regular plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Kotak Consumption Fund - Regular Plan - Growth Option

Kotak Mahindra Mutual Fund

Expense Ratio: 2.05

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty India Consumption TRI

Inception: 25-10-2023

Exit Load: Nil

Fund Size:₹1,801.01 Cr

Performance

Fund-7.70%

Cat. Avg.N/A

Fund-2.70%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund10.78%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	136.71	7.99%
2	BHARTI AIRTEL LTD.	Equity	Listed	Large Cap	Telecom - Services	114.81	6.71%
3	ETERNAL LIMITED	Equity	Listed	Large Cap	Retailing	105.35	6.16%
4	Radico Khaitan Ltd.	Equity	Listed	Mid Cap	Beverages	86.93	5.08%
5	Hero MotoCorp Ltd.	Equity	Listed	Mid Cap	Automobiles	80.71	4.72%
6	Ami Organics Ltd	Equity	Listed	Small Cap	Pharmaceuticals and Biotechnology	71.32	4.17%
7	PARK MEDI WORLD LIMITED (PARK HOSPITAL)	Equity	Listed	Small Cap	Healthcare Services	67.55	3.95%
8	Hindustan Unilever Ltd.	Equity	Listed	Large Cap	Diversified FMCG	65.66	3.84%
9	Britannia Industries Ltd.	Equity	Listed	Large Cap	Food Products	59.64	3.48%
10	MIDWEST LTD	Equity	Listed	Small Cap	Consumer Durables	56.11	3.28%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	58956	-1.7%	-3.6%
2Y	07 Nov, 24	1.20 L.	1.20 L.	-0.0%	-0.0%
SI	07 Dec, 23	1.75 L.	1.83 L.	+4.7%	+3.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	92295	-7.7%	-7.7%
2Y	16 Oct, 24	1 L.	94673	-5.3%	-2.7%
SI	22 Nov, 23	1 L.	1.35 L.	+34.6%	+10.8%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP 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.