81
ConsumptionStrong Buy
Kotak Consumption
Kotak · Direct–Growth · rank #2 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-3.8%
-1.7% vs index
3 Years
—
5 Years
—
Since launch
13.9%
Year-by-year performance
2024
+28.6%+12.9% vs index
2025
+8.7%+1.0% vs index
2026
-3.0%+0.6% vs index
Why this score
Kotak Consumption scores 81/100 — #2 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 ratio0.53 · 88th percentile in category
Alpha3.08 · 93rd percentile in category
Volatility13.99 · 83rd percentile in category
Expense ratio0.88% · 82nd percentile in category
Sortino ratio0.75 · 83rd percentile in category
1Y return-3.82% · 74th percentile in category
Top holdings
1.Zomato Ltd7.93%
2.Maruti Suzuki India Ltd7.58%
3.Bharti Airtel Ltd6.49%
4.Hero Motocorp Ltd5.3%
5.Hindustan Unilever Ltd3.52%
45 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.