KOTAK CONSUMPTION FUND REGULAR PLAN IDCW REINVESTMENT

KOTAK CONSUMPTION FUND REGULAR PLAN IDCW REINVESTMENT is a scheme launched by Kotak Mutual Fund on November 16, 2023, and falls under the Consumption fund category. It currently manages an AUM of Rs 1,709.11 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.06% for managing the portfolio.

• Investing Strategy:

  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. However, there is no assurance that the objective of the scheme will be achieved.

• Performance:

  KOTAK CONSUMPTION FUND REGULAR PLAN IDCW REINVESTMENT trailing returns over different times are 6.59% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at -11.49%.