Kotak India EQ Contra Fund - Growth
Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Contra
Status: Open Ended Schemes
Launch Date: 27-07-2005
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 3934.53 As on (31-03-2025)
Expense Ratio: 1.88% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit load of 1% if redeemed within 90 days.
NAV as on 25-04-2025
139.619
-2.038
CAGR Since Inception
14.27%
NIFTY 500 TRI 12.45%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Kotak India EQ Contra Fund - Growth | 5.63 | 19.77 | 26.97 | 14.71 | 14.27 |
| NIFTY 500 TRI | 8.03 | 15.29 | 25.48 | 13.76 | 12.45 |
| Equity: Contra | 7.79 | 20.3 | 29.71 | 15.29 | 15.41 |
Funds Manager
Shibani Sircar Kurian
RETURNS CALCULATORS for Kotak India EQ Contra Fund - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Kotak India EQ Contra Fund - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Kotak India EQ Contra Fund - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Kotak India EQ Contra Fund Gr | 27-07-2005 | 5.63 | 26.24 | 19.77 | 26.97 | 14.71 |
| Invesco India Contra Fund Gr | 11-04-2007 | 11.86 | 28.53 | 19.74 | 26.15 | 15.49 |
| SBI Contra Fund Reg Gr | 14-07-1999 | 5.87 | 26.05 | 21.4 | 36.02 | 15.66 |
Asset Allocation (%)
Key Performance and Risk Statistics of Kotak India EQ Contra Fund - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak India EQ Contra Fund - Growth | 12.72 | 0.73 | 3.93 | 0.99 | - | - |
| Equity: Contra | - | - | - | - | - | - |