• Mutual Funds
  • Kotak Mutual Fund
  • Kotak India EQ Contra Fund of (PIDCW-6M)

Formerly Kotak Classic Equity Reg DP

Kotak Mutual Fund

Kotak India EQ Contra Fund of (PIDCW-6M)

EquityContra

28.674

NAV (Aug 05)

5.5%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in contra mutual funds.

However, Scripbox does not recommend investing in contra mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,192 Cr

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

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

View all 7 analysis

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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

28.674

NAV (Aug 5)

Fund Returns

Last 1Y

4.9%

Last 3Y

18.5%

Last 5Y

5.5%

Last 10Y

11.3%

Since Inception

11%

6 Month CAGR

-1.3%

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

2.3

Launched (17y ago)

Jul 27, 2005

AUM in Crores

1192.386

ISIN

INF174K01260

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Shibani Kurian

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-08-05

Top Stock Holdings

icici bank ltd

7.7%
7.7%

reliance industries ltd

7.2%
7.2%

infosys ltd

5.2%
5.2%

hdfc bank ltd

5%
5%

state bank of india

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

27.3%
27.3%

industrials

11.8%
11.8%

technology

10.4%
10.4%

consumer cyclical

10%
10%

energy

9.4%
9.4%
See all sectors

Comparison with Equity Funds

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

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,893 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

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

    12.6%

    6.7%

    12.6%

    6.7%

    12.6%

    6.7%

    4.7%

    7.3%

    -

    23%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak India EQ Contra Fund of (PIDCW-6M) Review

    Kotak India EQ Contra Fund of (PIDCW-6M) is a Contra Equity fund and has delivered an annualised return of 11% over a period of 17 years. The fund was previously known as Kotak Classic Equity Reg DP. 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 of (PIDCW-6M) as of 8/5/2022 is ₹28.67 with the total AUM as of 8/6/2022 is ₹1192.386. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak India EQ Contra Fund of (PIDCW-6M) 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 of (PIDCW-6M) 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 of (PIDCW-6M) 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 of (PIDCW-6M) is rated as a 3 fund in Equity and delivered 4.9% 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 of (PIDCW-6M).

    Frequently Asked Questions

    What is Kotak India EQ Contra Fund of (PIDCW-6M)?

    Kotak India EQ Contra Fund of (PIDCW-6M) is a Contra Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak India EQ Contra Fund of (PIDCW-6M)?

    You can invest in Kotak India EQ Contra Fund of (PIDCW-6M) 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 of (PIDCW-6M)?

    The minimum sip amount for Kotak India EQ Contra Fund of (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak India EQ Contra Fund of (PIDCW-6M) good to invest in?

    As per Scripbox experts, Kotak India EQ Contra Fund of (PIDCW-6M) is a Neutral fund. You can investKotak India EQ Contra Fund of (PIDCW-6M) 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 of (PIDCW-6M)?

    The expense ratio of the Kotak India EQ Contra Fund of (PIDCW-6M) is 2.3% for regular plan.