Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Kotak Consumption
  • Opening:
    25th October 2023
  • Closing:
    8th November 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5000/- and in multiples of Re. 1
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if redeemed or switched out within 30 days from the date of allotment
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP 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".