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).
Investment Duration5 years
7,32,612
Total Investment6,71,461
Wealth Gained14,04,073
Total Corpus Created (₹)
With CAGR of 25.183 % in 5 years₹ 175.514
NAV (Jul 29)
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% |
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 |
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.
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%Financial
32.68%Energy
10.36%Technology
9.76%Healthcare
7.93%Consumer Staples
5.98%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 26,848 cr | ||
₹ 72,336 cr |
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% |
Investment Duration5 years
7,32,612
Total Investment6,71,461
Wealth Gained14,04,073
Total Corpus Created (₹)
With CAGR of 25.183 % in 5 yearsWhat is the expense ratio for Kotak Contra Fund Direct Plan Growth?
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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?
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How can I redeem my investment in Kotak Contra Fund Direct Plan?