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Kotak India Eq Contra Fund

Kotak India Eq Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.24

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,924 today.

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NAV Performance

Kotak India Eq Contra Fund performance graph for last 3 years
Performance of Kotak India Eq Contra Fund for last 3 Years

Fund Information

  • ₹ 74.974

    as on 10 Jun 2021
  • Regular - Growth

  • 2 / 17

  • ₹ 5,000

  • ₹ 876 Cr.

    as on 10 Jun 2021
  • 2.33%

    since 31 Dec 2020
  • 27 Jul 2005

  • Equity - Value Fund

  • Nifty 100 TRI

  • kotak mahindra mutual fund

    Show All Funds
  • Kotak India EQ Contra Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Kotak India Eq Contra Fund is an Open-ended Equity Fund. The fund belongs to Value Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 27 Jul 2005. This fund is offered by one of the top AMC (Assets Management Company) kotak mahindra mutual fund. You can also view here all other Equity funds offered by kotak mahindra mutual fund.

Latest NAV of the fund is ₹ 74.974 as on 10 Jun 2021.

This fund has 15 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.33%. Ideally you shoulds compare this fund with the benchmark Nifty 100 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate capital appreciation from a diversified portfolio of equity and equity related instruments.

List of Fund Managers of Kotak India Eq Contra Fund

  • About Shibani Kurian

    Picture of Shibani KurianMs. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 10.07% 15.21% 41.14% 105.46% 26.07% 15.37% 17.17% 16.03% 106.33% 54.63% 34.05% 20.00% 17.96%
Category Average 6.97% 8.16% 25.27% 68.56% 18.03% 11.42% 14.38% 13.97% 65.11% 38.64% 25.00% 16.14% 15.65%
Kotak India Eq Contra Fund 6.61%₹ 10,660 5.05%₹ 10,505 21.66%₹ 12,165 62.71%₹ 16,271 55.68%₹ 15,358 18.34%₹ 14,010 34.77%₹ 33,220 14.24%₹ 14,924 24.11%₹ 51,099 16.62%₹ 21,582 18.06%₹ 94,144 14.00%₹ 37,119 15.58%₹ 2,71,480
Invesco India Contra Fund 6.59%₹ 10,659 6.53%₹ 10,652 20.01%₹ 12,000 58.49%₹ 15,849 53.03%₹ 15,208 19.52%₹ 14,291 35.64%₹ 33,465 13.61%₹ 14,678 24.57%₹ 51,427 17.17%₹ 22,096 18.14%₹ 94,323 15.82%₹ 43,500 17.96%₹ 3,08,608
UTI Value Opportunities Fund 6.35%₹ 10,635 6.59%₹ 10,659 20.87%₹ 12,087 61.06%₹ 16,106 56.63%₹ 15,412 20.60%₹ 14,551 36.80%₹ 33,793 14.44%₹ 15,003 25.48%₹ 52,066 14.25%₹ 19,473 17.55%₹ 92,981 12.74%₹ 33,195 13.95%₹ 2,48,742
Tata Equity Pe Fund 6.87%₹ 10,686 4.35%₹ 10,434 16.48%₹ 11,648 49.37%₹ 14,936 42.73%₹ 14,614 13.72%₹ 12,937 27.81%₹ 31,289 8.15%₹ 12,657 18.53%₹ 47,292 14.58%₹ 19,754 12.99%₹ 83,108 14.21%₹ 37,791 15.54%₹ 2,70,880
ICICI Prudential Value Discovery Fund 4.37%₹ 10,436 10.33%₹ 11,033 26.52%₹ 12,652 62.13%₹ 16,212 63.57%₹ 15,803 21.73%₹ 14,825 41.53%₹ 35,140 14.41%₹ 14,991 27.24%₹ 53,325 13.26%₹ 18,645 17.41%₹ 92,651 16.03%₹ 44,277 16.90%₹ 2,91,348
HDFC Capital Builder Value Fund 6.92%₹ 10,691 6.30%₹ 10,629 22.47%₹ 12,247 64.08%₹ 16,408 57.30%₹ 15,450 13.56%₹ 12,901 33.87%₹ 32,967 9.37%₹ 13,093 20.94%₹ 48,914 13.32%₹ 18,689 14.15%₹ 85,529 13.26%₹ 34,781 14.54%₹ 2,56,685

Portfolio Holdings

Portfolio holdings pattern of Kotak India Eq Contra Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    99.23%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    0.76%

Top Sector Holdings of Kotak India Eq Contra Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.71% ₹ 242.30 Cr.
Computers - software 12.91% ₹ 121.75 Cr.
Refineries/marketing 7.75% ₹ 73.15 Cr.
Cement 7.13% ₹ 67.25 Cr.
Passenger/utility vehicles 4.43% ₹ 41.72 Cr.
Others 42.07% -

Top Stock Holdings of Kotak India Eq Contra Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.88% ₹ 74.28 Cr.
Infosys Ltd. 7.18% ₹ 67.65 Cr.
HDFC Bank Ltd. 6.34% ₹ 59.74 Cr.
Reliance Industries Ltd. 6.16% ₹ 58.05 Cr.
Ultratech Cement Ltd. 4.00% ₹ 37.73 Cr.
Others 68.44% -

Top Debt Instrument Type holdings of Kotak India Eq Contra Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.01% ₹ .05 Cr.
Others 99.99% -

Top Debt Holdings of Kotak India Eq Contra Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.01% ₹ .05 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.09%
Net Receivables -0.33%