Kotak Consumption Fund
Direct · Growth ₹14.91
31 Jul 2026
NAV
11.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.55
Sharpe
-20.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.40 L | 9.6% | -22.2% | 68.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.6% | 14.5% | 13.7% | -4.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.4% | 8.7% | -3.4% | 36.7% | 0.55 | 2.35 | 98% | — | — |
-20.6%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-6.1%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.09 | 0.95 | 92.8% | 82.8% | 2.5% | -5.2% |
| 3 Years | +6.65 | 0.81 | 85.4% | 74.5% | 13.0% | 6.3% |
| 5 Years | +3.34 | 0.81 | 85.4% | 74.5% | 7.6% | 3.7% |
| 7 Years | +2.00 | 0.81 | 85.4% | 74.5% | 5.4% | 2.6% |
| 10 Years | +1.01 | 0.81 | 85.4% | 74.5% | 3.7% | 1.8% |
| 12 Years | +0.63 | 0.81 | 85.4% | 74.5% | 3.1% | 1.5% |
| 15 Years | +0.26 | 0.81 | 85.4% | 74.5% | 2.5% | 1.2% |