FundLens
82
ConsumptionStrong Buy

Kotak Consumption

Kotak · Direct–Growth · rank #2 of 25 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
4.5%
+4.0% vs index
3 Years
5 Years
Since launch
15.4%

Year-by-year performance

last entry = YTD
2024
+28.6%
2025
+8.7%
2026
-1.8%

Why this score

Kotak Consumption scores 82/100 — #2 of 25 Consumption fund (Strong Buy). It stands out for sharpe ratio and alpha — beating 87% 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 ratio0.62 · 87th percentile in category
Alpha3.24 · 97th percentile in category
Sortino ratio0.88 · 87th percentile in category
Volatility14.24 · 76th percentile in category
1Y return4.49% · 93rd percentile in category
Expense ratio0.96% · 72nd percentile in category

Other Consumption funds