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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

131.13

NAV (Apr 12)

20%
5 Year CAGR
Scripbox Opinion
Neutral
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

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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

131.13

NAV (Apr 12)

Fund Returns

Last 1Y
49.7%
Last 3Y
24.8%
Last 5Y
20%
Last 10Y
17%
Since Inception
14.7%
6 Month CAGR
26.5%

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. The Scheme will invest in stocks of companies,which are fundamentally sound but are undervalued. Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times,the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks. We believe that,over a period of time,the price of a stock reflects the intrinsic value of the underlying company. Thus,the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
1.94
Launched (19y ago)
Jul 27, 2005
AUM in Crores
2672.119
ISIN
INF174K01245
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
18.9
Beta (3yr)
0.94
Beta (5yr)
0.98
Sharpe Ratio (3yr)
1.234
Sharpe Ratio (5yr)
0.774
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%12,16,721 4,84,10920%
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 2024-04-12

Top Stock Holdings

icici bank ltd

5.2%
5.2%

hdfc bank ltd

4.5%
4.5%

reliance industries ltd

3.9%
3.9%

triparty repo

3.4%
3.4%

infosys ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

26.3%
26.3%

industrials

12.8%
12.8%

consumer cyclical

10%
10%

technology

9%
9%

healthcare

8.5%
8.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,475 cr

₹ 14,075 cr

₹ 17,313 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 397,825 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
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

14.5%

8.4%

13.2%

13.8%

-

5%

14.5%

8.4%

14.5%

8.4%

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 14.7% 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 4/12/2024 is ₹131.13 with the total AUM as of 4/13/2024 is ₹2672.119. 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 Nifty 500 TR INR.

Kotak India EQ Contra Fund (G) is rated as a 3 fund in Equity and delivered 49.7% 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 Neutral 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 1.94% for regular plan.