- Mutual Funds
- Kotak Mutual Fund
- Kotak India EQ Contra Fund of (PIDCW-6M)
Formerly Kotak Classic Equity Reg DP
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 44.519
NAV (Apr 18)
Fund Returns
Last 1Y | 47.9% |
Last 3Y | 23.3% |
Last 5Y | 16.9% |
Last 10Y | 13.1% |
Since Inception | 12.6% |
6 Month CAGR | 25% |
Scheme Information
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 | INF174K01260 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 20.1 |
Beta (3yr) | 0.94 |
Beta (5yr) | 1.02 |
Sharpe Ratio (3yr) | 1.234 |
Sharpe Ratio (5yr) | 0.633 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak India EQ Contra Fund of (PIDCW-6M) | 11,19,360 | 3,86,748 | 16.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
5.2%hdfc bank ltd
4.5%reliance industries ltd
3.9%triparty repo
3.4%infosys ltd
3.4%Allocation by Sector
financial services
26.3%industrials
12.8%consumer cyclical
10%technology
9%healthcare
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 8.4% | ||
11.8% | 12.8% | ||
- | 5% | ||
14.2% | 8.4% | ||
14.2% | 8.4% |
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 12.6% over a period of 18 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 4/18/2024 is ₹44.52 with the total AUM as of 4/19/2024 is ₹2672.119. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak India EQ Contra Fund 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 Nifty 500 TR INR.
Kotak India EQ Contra Fund of (PIDCW-6M) is rated as a 3 fund in Equity and delivered 47.9% 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)?
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 1.94% for regular plan.