Kotak Consumption Fund Direct Growth

Scheme code: INF174KA1PP8 NAV value: ₹ 12.9080 NAV date: 19 March, 2026 TER: 0.57%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-3.37	36.74	11.09	13.15	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.15
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.15
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	13.15
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	13.15
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,64,258 - Absolute Returns: ₹64,258 - CAGR: %

Max Drawdown

-20.60 %

Drawdown Duration

5 months

Recovery Time

8 months

Avg Drawdown

-5.64 %

1 Y

0.6384

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.66	0.88	85.0	80.1	6.96 %	4.00 %
3 years	2.97	0.78	82.5	75.2	8.88 %	5.74 %
5 years	1.15	0.78	82.5	75.2	5.24 %	3.40 %
7 years	0.38	0.78	82.5	75.2	3.71 %	2.42 %
10 years	-0.18	0.78	82.5	75.2	2.58 %	1.69 %
12 years	-0.39	0.78	82.5	75.2	2.15 %	1.40 %
15 years	-0.60	0.78	82.5	75.2	1.72 %	1.12 %