82
ConsumptionStrong Buy
Kotak Consumption
Kotak · Direct–Growth · rank #2 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-6.3%
-1.6% vs index
3 Years
—
5 Years
—
Since launch
12.5%
Year-by-year performance
2024
+28.6%+12.9% vs index
2025
+8.7%+1.0% vs index
2026
-5.3%+0.7% vs index
Why this score
Kotak Consumption scores 82/100 — #2 of 25 Consumption fund (Strong Buy). It stands out for sharpe ratio and expense ratio — 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 ratio0.43 · 88th percentile in category
Expense ratio0.87% · 90th percentile in category
Volatility14.11 · 83rd percentile in category
Alpha2.74 · 88th percentile in category
Sortino ratio0.60 · 83rd percentile in category
1Y return-6.31% · 74th percentile in category
Top holdings
1.Zomato Ltd7.87%
2.Maruti Suzuki India Ltd6.98%
3.Bharti Airtel Ltd6.56%
4.Hero Motocorp Ltd5.31%
5.Hindustan Unilever Ltd3.51%
46 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.