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
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 148.146
NAV (Oct 31)
Last 1Y | 47.1% |
Last 3Y | 20.7% |
Last 5Y | 22.2% |
Last 10Y | 15.8% |
Since Inception | 15% |
6 Month CAGR | 10.4% |
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 | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Kotak India EQ Contra Fund (G) | 12,92,741 | 5,60,129 | 22.2% | |
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
22.7%Energy
11.85%Technology
10.4%Healthcare
8.18%Consumer Staples
7.69%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
Kotak Mahindra Mutual Fund
Fund Name | Scripbox 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) 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).
What is Kotak India EQ Contra Fund (G)?
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.