Kotak Mutual Fund

Kotak Contra Fund Direct Plan Growth

₹ 175.51

NAV (Jul 29)

25.183%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in contra mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

View all 7 analysis

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Kotak Contra Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,71,461

Wealth Gained

14,04,073

Total Corpus Created (₹)

With CAGR of 25.183 % in 5 years

Historical 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

Investment Objective

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
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Contra Fund Direct (G)70%14,04,073 6,71,46125.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Asset allocation and Holdings

Last updated on 2025-06-29

Top Stock Holdings

HDFC Bank Ltd.

5.52%
5.52%

ICICI Bank Ltd.

4.16%
4.16%

Infosys Ltd.

3.81%
3.81%

Reliance Industries Ltd.

3.01%
3.01%

State Bank of India

2.9%
2.9%
See all holdings
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Allocation by Sector

Financial

32.68%
32.68%

Energy

10.36%
10.36%

Technology

9.76%
9.76%

Healthcare

7.93%
7.93%

Consumer Staples

5.98%
5.98%
See all sectors
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comparison

Comparison with Equity Funds

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About the AMC

Kotak Mahindra Mutual Fund

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a banking license. Kotak Mahindra Mutual Fund started its operations in 1998. amc-img

Kotak Contra Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,71,461

Wealth Gained

14,04,073

Total Corpus Created (₹)

With CAGR of 25.183 % in 5 years

Frequently 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?

Kotak Contra Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

6,71,461

Wealth Gained

14,04,073

Total Corpus Created (₹)

With CAGR of 25.183 % in 5 years