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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

92.193

NAV (May 30)

13.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

92.193

NAV (May 30)

Fund Returns

Last 1Y
17%
Last 3Y
28.1%
Last 5Y
13.2%
Last 10Y
14.4%
Since Inception
13.3%
6 Month CAGR
1.9%

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
2.03
Launched (18y ago)
Jul 27, 2005
AUM in Crores
1467.197
ISIN
INF174K01245
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.5
Standard Deviation (5yr)
19
Beta (3yr)
0.92
Beta (5yr)
0.96
Sharpe Ratio (3yr)
1.36
Sharpe Ratio (5yr)
0.435
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%10,15,590 2,82,97813.2%
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 2023-05-30

Top Stock Holdings

icici bank ltd

4.9%
4.9%

hdfc bank ltd

4.5%
4.5%

infosys ltd

3.7%
3.7%

reliance industries ltd

3.5%
3.5%

state bank of india

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

29.2%
29.2%

industrials

12.8%
12.8%

consumer cyclical

11.1%
11.1%

technology

8.6%
8.6%

basic materials

8.5%
8.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 8,056 cr

₹ 10,178 cr

₹ 14,448 cr

₹ 8,860 cr

₹ 7,811 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 305,816 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

7.1%

7.4%

-

7.5%

-

4%

7.1%

7.4%

7.1%

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 13.3% 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 5/30/2023 is ₹92.19 with the total AUM as of 5/31/2023 is ₹1467.197. 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 17% 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 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 2.03% for regular plan.