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  • Kotak Mutual Fund
  • Kotak India EQ Contra Fund (Growth)

Formerly Kotak Classic Equity Reg Gr

Kotak Mutual Fund

Kotak India EQ Contra Fund (Growth)

EquityContra

86.975

NAV (Feb 01)

12%
5 Year CAGR
Scripbox Opinion
Not Recommended
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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

86.975

NAV (Feb 1)

Fund Returns

Last 1Y

4.7%

Last 3Y

16.1%

Last 5Y

12%

Last 10Y

14%

Since Inception

13.2%

6 Month CAGR

6.5%

Scheme Information

Investment Objective

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

2.24

Launched (18y ago)

Jul 27, 2005

AUM in Crores

1451.970

ISIN

INF174K01245

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.8

Standard Deviation (5yr)

19.2

Beta (3yr)

0.98

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.635

Sharpe Ratio (5yr)

0.464

YTM

0

Fund Managers

Shibani Kurian

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak India EQ Contra Fund (Growth)70%984,571 251,95912%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-02-01

Top Stock Holdings

icici bank ltd

5.4%
5.4%

infosys ltd

4.7%
4.7%

hdfc bank ltd

4.4%
4.4%

state bank of india

3.9%
3.9%

reliance industries ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

30.5%
30.5%

industrials

13.1%
13.1%

consumer cyclical

11.9%
11.9%

technology

9.2%
9.2%

consumer defensive

8%
8%
See all sectors

Compare Kotak India EQ Contra Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,750 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,177 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.4%

    7.2%

    -

    -0.6%

    -

    2.1%

    10.4%

    7.2%

    10.4%

    7.2%

    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 13.2% over a period of 17 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 2/1/2023 is ₹86.97 with the total AUM as of 2/2/2023 is ₹1451.97. 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 1 fund in Equity and delivered 4.7% 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)?

    Kotak India EQ Contra Fund (G) 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?

    As per Scripbox experts, Kotak India EQ Contra Fund (G) is a Not Recommended 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 2.24% for regular plan.