MonitorDirect · Growth
Kotak Consumption Fund
Kotak Mahindra Mutual FundEquity Scheme - Sectoral/ Thematic2.8 years
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.
- NAV
- 14.248
- 15 Sept 2026
- 1Y
- -2.8%
- Trailing CAGR
- AUM
- ₹1,758.97 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+14.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +14.0%
- Calendar-day CAGR
- Excess 1Y
- -9.0%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 32 recovered episodes
- Longest recovery
- 227 days
- Trough to prior peak
- Current spell
- 319 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
23 Sept 2024 – 17 Oct 2025
Trough 4 Mar 2025 · recovered in 227 days
-20.6%
27 Oct 2025 – open
Trough 23 Mar 2026 · not recovered
-17.7%
7 Feb 2024 – 8 Apr 2024
Trough 13 Mar 2024 · recovered in 26 days
-5.2%
19 Jan 2024 – 31 Jan 2024
Trough 23 Jan 2024 · recovered in 8 days
-2.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
16
Vs category
0
Consistency
80
Risk-adjusted
57
Drawdown
49
Mean
40
Portfolio
31 Aug 2026 · 46 holdings · top 10 are 49.5%.
- Top 5
- 32.6%
- Top 10
- 49.5%
- Largest holding
- 7.9%
- Effective holdings
- 29.1
Zomato Ltd
Technology
7.9%
Maruti Suzuki India Ltd
Consumer Discretionary
7.6%
Bharti Airtel Ltd
Technology
6.5%
Hero Motocorp Ltd
Consumer Discretionary
5.3%
Hindustan Unilever Ltd
Consumer Staples
3.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 80% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher trailing returns