- Mutual Funds
- Kotak Mutual Fund
- Kotak India EQ Contra Fund (Growth)
Formerly Kotak Classic Equity Reg Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 113.706
NAV (Dec 7)
Fund Returns
Last 1Y | 26.1% |
Last 3Y | 22.8% |
Last 5Y | 18.3% |
Last 10Y | 16.6% |
Since Inception | 14.2% |
6 Month CAGR | 21.6% |
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.
Expense Ratio | 2.05 |
Launched (18y ago) | Jul 27, 2005 |
AUM in Crores | 1843.485 |
ISIN | INF174K01245 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.6 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 1.243 |
Sharpe Ratio (5yr) | 0.677 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak India EQ Contra Fund (Growth) | 11,62,079 | 4,29,467 | 18.3% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
4.9%infosys ltd
4.1%triparty repo
3.2%reliance industries ltd
2.7%ntpc ltd
2.7%Allocation by Sector
financial services
26.8%technology
11.4%consumer cyclical
11.1%industrials
9.1%healthcare
8.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.9% | 7.4% | ||
- | 10.5% | ||
- | 4.3% | ||
6.9% | 7.4% | ||
6.9% | 7.4% |
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 14.2% over a period of 18 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.
Nav of Kotak India EQ Contra Fund (G) as of 12/7/2023 is ₹113.71 with the total AUM as of 12/8/2023 is ₹1843.485. 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 Jul 27, 2005. The category risk of the fund is Very High Risk.
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 IISL Nifty 500 TR INR.
Kotak India EQ Contra Fund (G) is rated as a 0 fund in Equity and delivered 26.1% 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)?
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?
As per Scripbox experts, Kotak India EQ Contra Fund (G) is a Not Reviewed Yet fund. You can investKotak India EQ Contra Fund (G) fund if its investment objective and risk-o-meter matches your investment 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 2.05% for regular plan.