- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak India EQ Contra Fund (IDCW-I)
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
₹ 51.854
NAV (Oct 7)
Fund Returns
Last 1Y | 50.8% |
Last 3Y | 22.1% |
Last 5Y | 24.4% |
Last 10Y | 16.9% |
Since Inception | 15.3% |
6 Month CAGR | 17.8% |
Scheme Information
The scheme aims to generate capital appreciation from a diversified portfolio of equity and equity related instruments. It will invest in stocks of companies, which are fundamentally sound but are undervalued.
Expense Ratio | 1.88 |
Launched (0y ago) | 1.88 |
AUM in Crores | 3928.9 |
ISIN | INF174K01252 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.2 |
Beta | 1 |
Sharpe Ratio | 1.4 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak India EQ Contra Fund (IDCW-I) | 13,73,303 | 6,40,691 | 24.4% | |
| 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
HDFC Bank Ltd.
5.5%ICICI Bank Ltd.
4.2%Infosys Ltd.
3.8%Reliance Industries Ltd.
3%State Bank of India
2.9%Allocation by Sector
Financial
22.59%Energy
12.55%Technology
10.12%Healthcare
9.26%Consumer Staples
8.63%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.616% | 15.014% | ||
15.947% | 8.385% | ||
- | 5.712% | ||
6.308% | 6.905% | ||
5.79% | 7.308% |
Kotak India EQ Contra Fund (IDCW-I) Review
Kotak India EQ Contra Fund (IDCW-I) is a Equity Equity fund and has delivered an annualised return of 15.265% over a period of 19 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is Shibani Sircar Kurian.
Nav of Kotak India EQ Contra Fund (IDCW-I) as of 10/7/2024 is ₹51.85 with the total AUM as of 10/8/2024 is ₹3928.9365. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak India EQ Contra Fund (IDCW-I) was launched on 2005-07-27. The category risk of the fund is Below Average.
The minimum SIP amount for Kotak India EQ Contra Fund (IDCW-I) 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 (IDCW-I) 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 Total Return Index.
It is rated as a 3 fund in Equity and delivered 50.756% 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 (IDCW-I).
Frequently Asked Questions
What is Kotak India EQ Contra Fund (IDCW-I)?
How to invest in Kotak India EQ Contra Fund (IDCW-I)?
You can invest in Kotak India EQ Contra Fund (IDCW-I) 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 (IDCW-I)?
The minimum sip amount for Kotak India EQ Contra Fund (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak India EQ Contra Fund (IDCW-I) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it 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 (IDCW-I)?
The expense ratio of the Kotak India EQ Contra Fund (IDCW-I) is 1.88% for regular plan.
What is the NAV of Kotak India EQ Contra Fund (IDCW-I)?
Today's Kotak India EQ Contra Fund (IDCW-I) NAV is ₹51.85.