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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

113.706

NAV (Dec 07)

18.3%
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

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

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
2.05
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

Shibani Kurian

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak India EQ Contra Fund (Growth)70%11,62,079 4,29,46718.3%
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 2023-12-07

Top Stock Holdings

hdfc bank ltd

4.9%
4.9%

infosys ltd

4.1%
4.1%

triparty repo

3.2%
3.2%

reliance industries ltd

2.7%
2.7%

ntpc ltd

2.7%
2.7%
See all holdings

Allocation by Sector

financial services

26.8%
26.8%

technology

11.4%
11.4%

consumer cyclical

11.1%
11.1%

industrials

9.1%
9.1%

healthcare

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 11,693 cr

₹ 11,883 cr

₹ 17,531 cr

₹ 10,816 cr

₹ 9,101 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 349,002 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
022-66384444
fundaccops@kotakmutual.com
Fund NameScripbox 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)?

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 2.05% for regular plan.