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  • Kotak Mahindra Mutual Fund
  • Kotak India EQ Contra Fund (G)
Kotak Mutual Fund

Kotak India EQ Contra Fund (G)

EquityContra

148.146

NAV (Oct 31)

22.214%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Poor

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

Downside Protection Measure

Satisfactory

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

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

148.146

NAV (Oct 31)

Fund Returns

Last 1Y
47.1%
Last 3Y
20.7%
Last 5Y
22.2%
Last 10Y
15.8%
Since Inception
15%
6 Month CAGR
10.4%

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
1.87%
Launched 19Y ago
2005-07-27
AUM in Crores
4047.5
ISIN
INF174K01245
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
13.1
Beta
1
Sharpe Ratio
1.2
YTM
-
Fund Managers

Shibani Sircar Kurian

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak India EQ Contra Fund (G)70%12,92,741 5,60,12922.2%
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 and Holdings

Last updated on 2024-02-02

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

Allocation by Sector

Financial

22.7%
22.7%

Energy

11.85%
11.85%

Technology

10.4%
10.4%

Healthcare

8.18%
8.18%

Consumer Staples

7.69%
7.69%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 17,770 cr

₹ 51,197 cr

amc-img

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
phone-img022-61152100 / 1800-22-2626
Fund NameScripbox Opinion
Till Date CAGR

13.3%

15.7%

16.4%

8.7%

-

5.7%

6.3%

6.9%

5.9%

7.3%

Kotak India EQ Contra Fund (G) Review

Kotak India EQ Contra Fund (G) is a Contra Equity fund and has delivered an annualised return of 15.01% over 19 years. The fund has grown over a period of 19 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is Shibani Sircar Kurian.

Nav of Kotak India EQ Contra Fund (G) as of 10/31/2024 is ₹148.15 with the total AUM as of 11/3/2024 is ₹4047.5. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak India EQ Contra Fund (G) was launched on 2005-07-27. The category risk of the fund is Very High.

The minimum SIP amount for Kotak India EQ Contra Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak India EQ Contra Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 47.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak India EQ Contra Fund (G).

Frequently Asked Questions

What is Kotak India EQ Contra Fund (G)?

It is a Contra Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak India EQ Contra Fund (G)?

You can invest in Kotak India EQ Contra Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak India EQ Contra Fund (G)?

The minimum sip amount for Kotak India EQ Contra Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak India EQ Contra Fund (G) good to invest in?

According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Kotak India EQ Contra Fund (G)?

The expense ratio of the Kotak India EQ Contra Fund (G) is 1.87% for regular plan.

What is the NAV of Kotak India EQ Contra Fund (G)?

Today's Kotak India EQ Contra Fund (G) NAV is ₹148.15.