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kotak india eq contra fund - growth - direct
Kotak India EQ Contra Fund - Growth - Direct

Kotak India EQ Contra Fund - Growth - Direct

  • Very High Risk
  • Equity
  • Contra
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NAV as on Jul 4, 2025
i
Price per unit of the scheme.
178.62900.35%1 Day Change
3.44%
Minimum Investment₹100
Expense Ratio0.75%

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

RISK-O-METER

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

bt_logoFUND PERFORMANCE

As On Jul 04, 2025
Compare fund’s performance against category average across different time periods
3Out of 3 funds in the category
Category Avg Return
3.58%
Fund Return 3.44%
Low2.69%12.3%21.9%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Kotak India EQ Contra Fund - Growth - Direct
VS


No Data Found.
*For the other fund, rescaled NAVs are used
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bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
Kotak India EQ Contra Fund - Growth - Direct
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    3,60,000
  • Return
    1,36,288
  • Current Value
    4,96,288

bt_logoFUND MANAGER

Shibani Kurian
Shibani Kurian
i
Lead Fund Manager.
May 9, 2019 - Present
  • Fund Manager Rank1Out 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 managed4
  • Total AUM12,161.61 Cr
  • Highest Return In 1 Yr10.80 %
Other Funds
  • table
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 16.23
3.40%
2.85%
Very High Risk
1,212.57Cr
₹ 178.63
3.44%
3.56%
Very High Risk
4,283.33Cr
₹ 27.98
4.49%
3.17%
Very High Risk
3,536.44Cr
Kotak Banking & Financial Services Fund Direct Growth
Very High Risk--
  • NAV₹ 16.23
  • Fund Size1,212.57Cr
Fund Return3.40%
Category Return2.85%
Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV₹ 178.63
  • Fund Size4,283.33Cr
Fund Return3.44%
Category Return3.56%
Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV₹ 27.98
  • Fund Size3,536.44Cr
Fund Return4.49%
Category Return3.17%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on May, 2025
EQUITY (98.78%)
DEBT (-%)
CASH (1.22%)
Allocation by Market Cap
Large Cap(60.81%)
Mid Cap(17.79%)
Small Cap(20.18%)
Industry Holdings
  • Banks Regional24.01%
  • Information Technology Services9.88%
  • Credit Services6.79%
  • Oil Gas Refining Marketing5.35%
  • Aerospace Defense4.32%
  • Drug Manufacturers Specialty Generic4.26%
Stock Holdings
  • HDFC Bank Ltd7.11%
  • ICICI Bank Ltd6.01%
  • State Bank of India3.75%
  • Reliance Industries Ltd3.51%
  • Infosys Ltd3.30%
  • Bharti Airtel Ltd3.11%

bt_logoPERFORMANCE 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.

bt_logoHISTORICAL 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.
    5.63
    This Fund
    VS
    5.05
    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.
    94.99
    This Fund
    VS
    93.86
    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
    0.94
    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.
    1.39
    This Fund
    VS
    1.36
    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.
    2.60
    This Fund
    VS
    2.51
    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.
    14.06
    This Fund
    VS
    13.59
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
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Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
₹ 160.81
3.90%
3.56%
Very High Risk
₹ 18,398.02 Cr
₹ 425.82
3.46%
3.56%
Very High Risk
₹ 45,495.71 Cr
₹ 178.63
3.44%
3.56%
Very High Risk
₹ 4,283.33 Cr
Invesco India Contra Fund Direct Plan Growth
Very High Risk
  • NAV₹ 160.81
  • Fund Size₹ 18,398.02 Cr
Fund Return3.90%
Category Return3.56%
SBI Contra Fund Direct Growth
Very High Risk
  • NAV₹ 425.82
  • Fund Size₹ 45,495.71 Cr
Fund Return3.46%
Category Return3.56%
Kotak India EQ Contra Fund - Growth - Direct
Very High Risk
  • NAV₹ 178.63
  • Fund Size₹ 4,283.33 Cr
Fund Return3.44%
Category Return3.56%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
--
₹ 11.50
5.95%
--
Very High Risk
₹ 497.36 Cr
--
₹ 14.55
5.79%
2.13%
Very High Risk
₹ 104.76 Cr
--
₹ 11.00
5.71%
--
Very High Risk
₹ 65.05 Cr
--
₹ 21.48
5.09%
--
Very High Risk
₹ 129.81 Cr
₹ 27.98
4.49%
3.17%
Very High Risk
₹ 3,536.44 Cr
--
₹ 27.58
4.32%
--
Very High Risk
₹ 93.43 Cr
Kotak Global Innovation Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 11.50
  • Fund Size₹ 497.36 Cr
1 Month Return5.95%
Category Return--
Kotak Silver ETF Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 14.55
  • Fund Size₹ 104.76 Cr
1 Month Return5.79%
Category Return2.13%
Kotak International REIT FOF Direct Growth
Very High Risk--
  • NAV₹ 11.00
  • Fund Size₹ 65.05 Cr
1 Month Return5.71%
Category Return--
Kotak Nifty Smallcap 50 Index Fund Direct Growth
Very High Risk--
  • NAV₹ 21.48
  • Fund Size₹ 129.81 Cr
1 Month Return5.09%
Category Return--
Kotak Focused Equity Fund Direct Growth
Very High Risk
  • NAV₹ 27.98
  • Fund Size₹ 3,536.44 Cr
1 Month Return4.49%
Category Return3.17%
Kotak Global Emerging Market Fund - Growth - Direct
Very High Risk--
  • NAV₹ 27.58
  • Fund Size₹ 93.43 Cr
1 Month Return4.32%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 5,38,849.96 crores. It’s current offering of mutual fund schemes includes 46 equity, 55 debt and 7 hybrid schemes.
phone icon
Phone
+91 22 61152100
mail icon
Email
fundaccops@kotakmutual.com
aum
AUM
5,38,849.96 Cr (
As on May 31, 2025
)
location
Address
2nd Floor, 12-BKC, Plot No C-12 Mumbai,400 051

bt_logoFAQ'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 Jul 04, 2025 is ₹178.63
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 3.44%, 3 months is 13.41%, 6 months is 3.10%, and 1 year is 3.29%
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 27.79% and 5 years is 27.24%.
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 4,283.33 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 ₹100.00 and the minimum SIP investment in Kotak India EQ Contra Fund - Growth - Direct is ₹100.00
What is the asset allocation of Kotak India EQ Contra Fund - Growth - Direct?
Kotak India EQ Contra Fund - Growth - Direct has an exposure of 98.78% in Equity and 1.22% in Cash & Money Market Securities