Formerly Kotak Classic Equity Reg Gr
₹ 72.113
NAV (Mar 04)
Top Ranked
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Diversified 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).
Track Record
16 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
853 Cr. Medium within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. However,there is no assurance that the objective of the scheme will be realized.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.37 %
Expense Ratio
Jul 27, 2005
Launched (16y ago)
₹ 853
AUM in Crores
INF174K01245
ISIN
No Lock-in
Lock-in
IISL Nifty 100 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
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₹ 32,453 Cr
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3Y returns
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₹ 12,325 Cr
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Ultra Short
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₹ 12,325 Cr
Fund Size
5.5%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.3%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Kotak India EQ Contra Fund (G) is a diversified equity fund and has delivered an annualised return of 13.5% over a period of 16 years .The fund was previously known as Kotak Classic Equity Reg Gr.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Shibani Kurian.
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. However,there is no assurance that the objective of the scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The Kotak India EQ Contra Fund (G) fund was launched on Jul 27, 2005. The NAV (Net Asset Value) of this diversified equity as of 2021-03-04 is ₹ 72.113. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 852.968. The category risk of the Kotak India EQ Contra Fund (G) fund is Very High Risk. The fund charges 2.37 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.3% in this asset class. The top three holdings of the fund are britannia industries limited,icici bank ltd and infosys ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 IISL Nifty 100 TR INR
Kotak India EQ Contra Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak India EQ Contra Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.