myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Consumption

Opening:

25th October 2023

Closing:

8th November 2023

Minimum Investment:

Rs. 5000/- and in multiples of Re. 1

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if redeemed or switched out within 30 days from the date of allotment

Fund Stats

Objective:

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in consumption and consumption related activities.

Benchmark:

NIFTY CONSUMPTION

Fund Manager:

Devender Singhal, Abhishek Bisen, Arjun Khanna

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Nippon India Consumption Fund	17.56(6M)	18.54(1Y)
Baroda BNP Paribas India Consumption Fund	17.44(6M)	20.59(1Y)

Fund Prognosis

Idea Distiller

A decent idea that has been used before without much of a headway. Could this one be different??? One never knows.

Fund House AAUM:
Rs. 33632410.49 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A very large universe for a sectoral scheme. And that’s a bane and a boon. But surely would be a decent performer but unlikely to be an "item".

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028