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Mutual Funds
Kotak India EQ Contra Fund - Growth - Direct

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Kotak India EQ Contra Fund - Growth - Direct

Kotak India EQ Contra Fund - Growth - Direct

  • Very High Risk
  • Equity
  • Contra
  • Share
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NAV as on Feb 28, 2025
i
Price per unit of the scheme.
₹ 150.0940 -1.87% 1 Day Change
-7.74%
Minimum Investment ₹100
Expense Ratio 0.75%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Kotak India EQ Contra Fund - Growth - Direct
VS
Equity: Contra Average NAV
Topper in Equity: Contra
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
Kotak India EQ Contra Fund - Growth - Direct
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
IISL Nifty 500 TR INR
Expense Ratio
0.75 %
Category Avg Expense Ratio
0.77%
Minimum Investment (Lumpsum/SIP)
₹100/₹100
Lock In (Years)
No Lock-in
Fund Size
₹ 3,845.07 Cr(As on Jan, 2025)
Inception Date
Jan 1, 2013
Turnover
31.95 %
Exit Load
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL

ABOUT THE FUND

Objective: The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. However, there is no assurance that the objective of the scheme will be realized.

Kotak India EQ Contra Fund - Growth - Direct is an Equity - Contra fund. The fund was launched in Jan 1, 2013. Its risk level is Very High. The NAV of the fund as on Feb 28, 2025 is ₹150.09. Its expense ratio is 0.75 %. The fund has an AUM of ₹3,845.07 Cr.The fund is managed by Shibani Kurian. The minimum initial investment is ₹100 in Lumpsum mode.

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FUND MANAGER

Shibani Kurian
i
Lead Fund Manager.
May 9, 2019- Present
  • Fund Manager Rank 2 Out of 3
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed 4
  • Total AUM ₹ 11,272.54 Cr
  • Highest Return In 1 Yr 7.04 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹13.58
-3.08%
-3.98%
Very High Risk
₹1,027.25Cr
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
₹150.09
-7.74%
-7.79%
Very High Risk
₹3,845.07Cr
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
₹23.56
-6.34%
-7.93%
Very High Risk
₹3,348.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹13.58
-8.69%
-8.62%
Very High Risk
₹1,027.25Cr
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
₹150.09
-13.81%
-13.84%
Very High Risk
₹3,845.07Cr
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
₹23.56
-11.70%
-13.24%
Very High Risk
₹3,348.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹13.58
-7.21%
-8.43%
Very High Risk
₹1,027.25Cr
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
₹150.09
-16.91%
-16.22%
Very High Risk
₹3,845.07Cr
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
₹23.56
-14.43%
-15.95%
Very High Risk
₹3,348.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
₹13.58
7.04%
2.42%
Very High Risk
₹1,027.25Cr
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
₹150.09
2.09%
4.43%
Very High Risk
₹3,845.07Cr
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
₹23.56
3.77%
1.33%
Very High Risk
₹3,348.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹13.58
--
13.65%
Very High Risk
₹1,027.25Cr
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
₹150.09
18.68%
17.54%
Very High Risk
₹3,845.07Cr
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
₹23.56
12.47%
12.56%
Very High Risk
₹3,348.54Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
--
₹13.58
--
12.92%
Very High Risk
₹1,027.25Cr
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
₹150.09
20.99%
19.90%
Very High Risk
₹3,845.07Cr
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
₹23.56
17.22%
16.31%
Very High Risk
₹3,348.54Cr
1M 3M 6M 1Y 3Y 5Y
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.58
  • Fund Size ₹1,027.25Cr
Fund Return -3.08%
Category Return -3.98%
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV ₹150.09
  • Fund Size ₹3,845.07Cr
Fund Return -7.74%
Category Return -7.79%
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV ₹23.56
  • Fund Size ₹3,348.54Cr
Fund Return -6.34%
Category Return -7.93%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.58
  • Fund Size ₹1,027.25Cr
Fund Return -8.69%
Category Return -8.62%
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV ₹150.09
  • Fund Size ₹3,845.07Cr
Fund Return -13.81%
Category Return -13.84%
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV ₹23.56
  • Fund Size ₹3,348.54Cr
Fund Return -11.70%
Category Return -13.24%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.58
  • Fund Size ₹1,027.25Cr
Fund Return -7.21%
Category Return -8.43%
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV ₹150.09
  • Fund Size ₹3,845.07Cr
Fund Return -16.91%
Category Return -16.22%
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV ₹23.56
  • Fund Size ₹3,348.54Cr
Fund Return -14.43%
Category Return -15.95%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.58
  • Fund Size ₹1,027.25Cr
Fund Return 7.04%
Category Return 2.42%
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV ₹150.09
  • Fund Size ₹3,845.07Cr
Fund Return 2.09%
Category Return 4.43%
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV ₹23.56
  • Fund Size ₹3,348.54Cr
Fund Return 3.77%
Category Return 1.33%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.58
  • Fund Size ₹1,027.25Cr
Fund Return --
Category Return 13.65%
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV ₹150.09
  • Fund Size ₹3,845.07Cr
Fund Return 18.68%
Category Return 17.54%
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV ₹23.56
  • Fund Size ₹3,348.54Cr
Fund Return 12.47%
Category Return 12.56%
Kotak Banking & Financial Services Fund Direct Growth Kotak Banking & Financial Services Fund Direct Growth
Very High Risk --
  • NAV ₹13.58
  • Fund Size ₹1,027.25Cr
Fund Return --
Category Return 12.92%
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV ₹150.09
  • Fund Size ₹3,845.07Cr
Fund Return 20.99%
Category Return 19.90%
Kotak Focused Equity Fund Direct Growth Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV ₹23.56
  • Fund Size ₹3,348.54Cr
Fund Return 17.22%
Category Return 16.31%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025
EQUITY (99.03%)
DEBT (0.00%)
CASH (0.97%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    5.42
    This Fund
    VS
    5.28
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    0.98
    This Fund
    VS
    0.95
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    1.43
    This Fund
    VS
    1.75
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    95.41
    This Fund
    VS
    92.96
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.82
    This Fund
    VS
    0.95
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    14.55
    This Fund
    VS
    13.65
    Category Avg
Benchmark used in calculation : BSE 500 India TR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
SBI Contra Fund Direct Growth SBI Contra Fund Direct Growth
₹371.65
-6.20%
-7.79%
Very High Risk
₹41,634.25 Cr
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
₹150.09
-7.74%
-7.79%
Very High Risk
₹3,845.07 Cr
Invesco India Contra Fund Direct Plan Growth Invesco India Contra Fund Direct Plan Growth
₹135.10
-7.75%
-7.79%
Very High Risk
₹17,167.52 Cr
SBI Contra Fund Direct Growth SBI Contra Fund Direct Growth
VERY HIGH RISK
  • NAV ₹371.65
  • Fund Size ₹41,634.25 Cr
Fund Return -6.20%
Category Return -7.79%
Kotak India EQ Contra Fund - Growth - Direct Kotak India EQ Contra Fund - Growth - Direct
VERY HIGH RISK
  • NAV ₹150.09
  • Fund Size ₹3,845.07 Cr
Fund Return -7.74%
Category Return -7.79%
Invesco India Contra Fund Direct Plan Growth Invesco India Contra Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹135.10
  • Fund Size ₹17,167.52 Cr
Fund Return -7.75%
Category Return -7.79%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Kotak Gold Fund Growth - Direct Kotak Gold Fund Growth - Direct
--
₹34.68
2.78%
2.06%
Moderately High risk
₹2,520.47 Cr
Kotak International REIT FOF Direct Growth Kotak International REIT FOF Direct Growth
--
₹9.95
0.99%
--
Very High Risk
₹52.73 Cr
Kotak Nifty SDL Jul 2028 Index Fund Direct Growth Kotak Nifty SDL Jul 2028 Index Fund Direct Growth
--
₹10.48
0.89%
--
Moderate Risk
₹9.36 Cr
Kotak Floating Rate Fund Direct Growth Kotak Floating Rate Fund Direct Growth
₹1,494.72
0.67%
0.42%
Moderate Risk
₹3,275.01 Cr
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Direct Growth Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Direct Growth
--
₹12.00
0.65%
--
Moderate Risk
₹594.84 Cr
Kotak Global Emerging Market Fund - Growth - Direct Kotak Global Emerging Market Fund - Growth - Direct
--
₹24.82
0.65%
--
Very High Risk
₹88.97 Cr
Kotak Gold Fund Growth - Direct Kotak Gold Fund Growth - Direct
MODERATELY HIGH RISK --
  • NAV ₹34.68
  • Fund Size ₹2,520.47 Cr
Fund Return 2.78%
Category Return 2.06%
Kotak International REIT FOF Direct Growth Kotak International REIT FOF Direct Growth
VERY HIGH RISK --
  • NAV ₹9.95
  • Fund Size ₹52.73 Cr
Fund Return 0.99%
Category Return --
Kotak Nifty SDL Jul 2028 Index Fund Direct Growth Kotak Nifty SDL Jul 2028 Index Fund Direct Growth
MODERATE RISK --
  • NAV ₹10.48
  • Fund Size ₹9.36 Cr
Fund Return 0.89%
Category Return --
Kotak Floating Rate Fund Direct Growth Kotak Floating Rate Fund Direct Growth
MODERATE RISK
  • NAV ₹1,494.72
  • Fund Size ₹3,275.01 Cr
Fund Return 0.67%
Category Return 0.42%
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Direct Growth Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Direct Growth
MODERATE RISK --
  • NAV ₹12.00
  • Fund Size ₹594.84 Cr
Fund Return 0.65%
Category Return --
Kotak Global Emerging Market Fund - Growth - Direct Kotak Global Emerging Market Fund - Growth - Direct
VERY HIGH RISK --
  • NAV ₹24.82
  • Fund Size ₹88.97 Cr
Fund Return 0.65%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 4,88,581.68 crores. It’s current offering of mutual fund schemes includes 42 equity, 54 debt and 7 hybrid schemes.
Phone
+91 22 61152100
Email
fundaccops@kotakmutual.com
AUM
₹ 4,88,581.68 Cr (
As on Jan 2025
)
Address
2nd Floor, 12-BKC, Plot No C-12 ,Mumbai ,400 051

FAQ’S

What is the category of Kotak India EQ Contra Fund - Growth - Direct ?
The category of Kotak India EQ Contra Fund - Growth - Direct is Equity - Contra
What is the current NAV of Kotak India EQ Contra Fund - Growth - Direct ?
The current NAV of Kotak India EQ Contra Fund - Growth - Direct (as on Feb 28, 2025) is ₹ 150.09
How safe is Kotak India EQ Contra Fund - Growth - Direct?
The risk level of Kotak India EQ Contra Fund - Growth - Direct is Very High .
What are short term returns given by Kotak India EQ Contra Fund - Growth - Direct?
The return given by Kotak India EQ Contra Fund - Growth - Direct in 1 month is -7.74%, 3 months is -13.81%, 6 months is -16.91%, and 1 year is 2.09%.
What are the long term returns given by Kotak India EQ Contra Fund - Growth - Direct?
The return given by Kotak India EQ Contra Fund - Growth - Direct in 3 years is 18.68% and 5 years is 20.99%.
What is the expense ratio of Kotak India EQ Contra Fund - Growth - Direct?
The expense ratio of Kotak India EQ Contra Fund - Growth - Direct is 0.75 %
What is the AUM of Kotak India EQ Contra Fund - Growth - Direct
The assets under Management (AUM) of Kotak India EQ Contra Fund - Growth - Direct is Rs 3,845.07 crores.
What is the minimum investment in Kotak India EQ Contra Fund - Growth - Direct?
The minimum Lumpsum investment in Kotak India EQ Contra Fund - Growth - Direct is ₹100 and the minimum SIP investment in Kotak India EQ Contra Fund - Growth - Direct is ₹100
What is the asset allocation of Kotak India EQ Contra Fund - Growth - Direct?
The Kotak India EQ Contra Fund - Growth - Direct has an exposure of 99.03% in Equity, and 0.97% in Cash & Money Market Securities

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