Kotak India Eq Contra Fund Growth | Pros & Cons NAV(77.33)

Kotak India Eq Contra Fund Growth

Equity: Value

Fund Information

Objective

To generate capital appreciation from a diversified portfolio of equity and equity related instruments.

Very High Risk

Nifty 100

Benchmark

2005-07-27

Launched On

Open Ended

Type

1000

Min SIP

5000

Min Investment

1189

AUM in Crores

2.34

Expense Ratio

1.00

Exit Load

Kotak Mahindra Asset Management Company Limited(KMAMCL)

Fund House

Shibani Kurian

Fund Managers

Kotak India Eq Contra Fund Pros & Cons

Pros

  • Kotak India Eq Contra Fund Growth has over performed index in 2014-2017, 2015-2018, 2016-2019, 2017-2020 years

Cons

  • Kotak India Eq Contra Fund Growth has under performed index in 2005-2008, 2006-2009, 2008-2011, 2009-2012 years
  • Kotak India Eq Contra Fund Growth is ranking 8th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Kotak India Eq Contra Fund Growth 
15.8118.3615.5411.9814.5212.1
Nifty 100
15.9518.9115.1911.613.7211.7

Kotak India Eq Contra Fund Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Kotak India Eq Contra Fund Growth 
11.327.95-9.271221.7-0.42
Nifty 100
16.0164.11-7.0514.2746.96-0.75

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Kotak India Eq Contra Fund Growth 
17.6221.830.591.03-0.19
Nifty 100
17.4321.310.596--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2009-05-13 - 2009-05-20
17.42
2008-01-15 - 2008-01-22
-19.37
Month2009-05-11 - 2009-06-11
29.31
2020-02-24 - 2020-03-24
-35.07
Quarter2009-03-05 - 2009-07-05
59.55
2008-08-07 - 2008-12-07
-33.25
Year2009-03-09 - 2010-03-09
102.58
2008-01-07 - 2009-01-07
-54.06

Portfolio

Stock NameSector% of Total Holdings
ICICI Bank Ltd.Financials8.34
Infosys Ltd.Technology6.8
Reliance Industries Ltd.Energy6.17
HDFC Bank Ltd.Financials5.68
State Bank Of IndiaFinancials4.57
Ultratech Cement Ltd.Construction3.71
Axis Bank Ltd.Financials3.33
Larsen & Toubro Ltd.Infrastructure2.9
Supreme Industries Ltd.Consumer Durables2.67
Tata Consultancy Services Ltd.Technology2.62
Bharti Airtel Ltd.Media and Communications2.45
Shree Cement Ltd.Construction2.22
Mahindra & Mahindra Ltd.Automobile and Ancillaries2.21
Max Financial Services Ltd.Financials2.11
Sun Pharmaceutical Industries Ltd.Healthcare2.1
Gujarat Gas Ltd.Energy2.05
Maruti Suzuki India Ltd.Automobile and Ancillaries2.01
AU Small Finance Bank Ltd.Financials1.73
Jindal Steel & Power Ltd.Metals1.72
SRF Ltd.Diversified1.58
Persistent Systems Ltd.Technology1.55
NTPC Ltd.Energy1.45
ITC Ltd.FMCG1.38
Voltas Ltd.Consumer Durables1.32
Cadila Healthcare Ltd.Healthcare1.25
Bharat Electronics Ltd.Capital Goods1.2
The Federal Bank Ltd.Financials1.16
Hindustan Petroleum Corporation Ltd.Energy1.15
Dr. Reddys Laboratories Ltd.Healthcare1.15
Kajaria Ceramics Ltd.Construction1.14
Oberoi Realty Ltd.Construction1.04
Hindustan Unilever Ltd.FMCG1.04
Bharat Petroleum Corporation Ltd.Energy0.99
Gujarat State Petronet Ltd.Energy0.98
Aavas Financiers Ltd.Financials0.97
HCL Technologies Ltd.Technology0.95
Zee Entertainment Enterprises Ltd.Media and Communications0.94
ICICI Lombard General Insurance Co Ltd.Financials0.94
SBI Cards And Payment Services Ltd.Financials0.93
Torrent Pharmaceuticals Ltd.Healthcare0.9
Mahindra & Mahindra Financial Services Ltd.Financials0.9
Coromandel International Ltd.Chemicals0.85
United Breweries Ltd.FMCG0.8
Interglobe Aviation Ltd.Travel0.79
Bajaj Auto Ltd.Automobile and Ancillaries0.78
IndusInd Bank Ltd.Financials0.68
Jubilant FoodWorks Ltd.FMCG0.66
Godrej Consumer Products Ltd.FMCG0.63
Tata Steel Ltd.Metals0.58
The Ramco Cements Ltd.Construction0.52
Cummins India Ltd.Automobile and Ancillaries0.5
Reliance Industries Ltd - Partly Paid up Equity Shares (Rights Entitlements (REs)Energy0.42
Alkem Laboratories Ltd.Healthcare0.41
Mphasis Ltd.Technology0.39
Dixon Technologies (India) Ltd.Consumer Durables0.34
Motherson Sumi Systems Ltd.Automobile and Ancillaries0.03
ICICI BankFinancial7.65
HDFC BankFinancial6.78
InfosysTechnology6.27
Reliance IndustriesEnergy6.24
State Bank of IndiaFinancial4.23
Tata Consultancy ServicesTechnology3.7
Larsen & ToubroConstruction3.58
Ultratech CementConstruction3.4
Bharti AirtelCommunication3.01
Axis BankFinancial2.95
Supreme IndustriesChemicals2.39
Sun Pharmaceutical IndustriesHealthcare2.23
SRFDiversified2.23
Shree CementConstruction2.01
Mahindra & MahindraAutomobile1.9
Persistent SystemsTechnology1.84
Maruti Suzuki IndiaAutomobile1.8
AU Small Finance BankFinancial1.77
NTPCEnergy1.61
ITCFMCG1.6
HCL TechnologiesTechnology1.6
Max Financial ServicesFinancial1.47
Bharat ElectronicsEngineering1.45
Cummins IndiaEngineering1.44
Jindal Steel & PowerMetals1.43
ICICI BankFinancial8.61
HDFC BankFinancial6.62
Reliance IndustriesEnergy6.43
InfosysTechnology6.14
State Bank of IndiaFinancial4.61
Larsen & ToubroConstruction3.65
Ultratech CementConstruction3.33
Bharti AirtelCommunication2.9
Tata Consultancy ServicesTechnology2.89
Axis BankFinancial2.81
Supreme IndustriesChemicals2.34
Sun Pharmaceutical IndustriesHealthcare2.13
Mahindra & MahindraAutomobile2.06
SRFDiversified1.95
Persistent SystemsTechnology1.91
ITCFMCG1.86
AU Small Finance BankFinancial1.82
Maruti Suzuki IndiaAutomobile1.81
Shree CementConstruction1.61
Jindal Steel & PowerMetals1.5
NTPCEnergy1.48
Bharat ElectronicsEngineering1.45
Cummins IndiaEngineering1.37
VoltasConsumer Durable1.35
The Federal BankFinancial1.3

AUM Yearly

YearScheme Total AumCategory Total Aum
20211013.820.00
2020875.900.00
2019882.356837.41

Kotak India Eq Contra Fund Details

Kotak India Eq Contra Fund Growth is a Equity Scheme - Contra Fund mutual fund scheme launched by Kotak Mahindra Asset Management Company Limited(KMAMCL).This fund has been launched on 2005-07-27. Kotak India Eq Contra Fund Growth currently has 1189 crores of assets under management (AUM) and has an expense ratio of 2.34 which is higher than what most other Large Cap funds charge.


Kotak India Eq Contra Fund Growth has given returns of 15.81% in the last 1 year and 18.36% in the last 3 years. And since launch the fund has given 13.15% returns.


This fund invests in Equity Scheme - Contra Fund companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.1000 and lumpsum investment is Rs.5000.

The top holdings of the fund are ICICI Bank Ltd. , Infosys Ltd. , Reliance Industries Ltd. , HDFC Bank Ltd. , State Bank Of India

Frquently Asked Questions

1. What is the NAV of Kotak India Eq Contra Fund ?

The current Net Asset Value (NAV) of the Kotak India Eq Contra Fund is 77.33

2. Kotak India Eq Contra Fund Rolling Returns

The 3 year rolling returns of the Kotak India Eq Contra Fund :

  • Mean : 11.3%
  • Max : 27.95%
  • Min : -9.27%

3. How do I invest in Kotak India Eq Contra Fund ?

  1. Click here Invest Now
  2. Select one Broker platform from the pop up
  3. Invest and enjoy the returns

Kotak India Eq Contra Fund Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.