78
ConsumptionStrong Buy
Kotak Consumption
Kotak · Direct–Growth · rank #3 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-1.0%
-4.0% vs index
3 Years
—
5 Years
—
Since launch
14.4%
Year-by-year performance
2024
+28.6%+12.9% vs index
2025
+8.7%+1.0% vs index
2026
-2.4%-0.4% vs index
Why this score
Kotak Consumption scores 78/100 — #3 of 25 Consumption fund (Strong Buy). It stands out for sharpe ratio and alpha — beating 88% of peers on sharpe ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Sharpe ratio0.56 · 88th percentile in category
Alpha2.87 · 93rd percentile in category
Volatility14.04 · 78th percentile in category
Sortino ratio0.80 · 83rd percentile in category
Expense ratio0.94% · 68th percentile in category
1Y return-1.00% · 74th percentile in category
Top holdings
1.Maruti Suzuki India Ltd7.84%
2.Zomato Ltd7.19%
3.Bharti Airtel Ltd6.95%
4.Radico Khaitan Ltd5.44%
5.Hero Motocorp Ltd5.16%
42 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.