- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Contra Fund Direct Growth
Contra funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Kotak Contra Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,71,461
Wealth Gained14,04,073
Total Corpus Created (₹)
With CAGR of 25.183 % in 5 yearsHistorical NAV
₹ 175.514
NAV (Jul 29)
Fund Returns
Last 1Y | -1.1% |
Last 3Y | 23.8% |
Last 5Y | 25.2% |
Last 10Y | 16.9% |
Since Inception | 17.2% |
6 Month CAGR | 10.6% |
Scheme Information
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
Expense Ratio | 0.58 % |
Launched | - |
AUM in Crores | 4502.5 |
ISIN | INF174K01KZ9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.5 |
Beta | 1 |
Sharpe Ratio | 1.2 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Contra Fund Direct (G) | 14,04,073 | 6,71,461 | 25.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5.52%ICICI Bank Ltd.
4.16%Infosys Ltd.
3.81%Reliance Industries Ltd.
3.01%State Bank of India
2.9%
Allocation by Sector
Financial
32.68%Energy
10.36%Technology
9.76%Healthcare
7.93%Consumer Staples
5.98%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 110,392 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 26,848 cr | ||
₹ 72,336 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.1% | 17.4% | ||
7.8% | 6.5% | ||
22.8% | 8.5% | ||
17.8% | 14.4% | ||
12.9% | 10.2% |
Kotak Contra Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,71,461
Wealth Gained14,04,073
Total Corpus Created (₹)
With CAGR of 25.183 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Kotak Contra Fund Direct Plan Growth?
What is the current AUM of Kotak Contra Fund Direct Growth?
What is the latest NAV of Kotak Contra Fund Direct Growth?
What is the Riskometer rating for Kotak Contra Fund Direct Plan Growth?
Which are the top sector holdings in Kotak Contra Fund Direct Plan?
Which are the top stock holdings in Kotak Contra Fund Direct Plan?
What is the asset allocation of Kotak Contra Fund Direct Plan Growth?
What has been the performance of Kotak Contra Fund Direct Growth returns?
Does Kotak Contra Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Contra Fund Direct Plan Growth?
How to invest in Kotak Contra Fund Direct Growth?
How can I redeem my investment in Kotak Contra Fund Direct Plan?