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Kotak India Eq Contra Fund

Kotak India Eq Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.22

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,605 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

  • ₹ 85.085

    as on 29 Mar 2023
  • Regular - Growth

  • 4 / 17

  • ₹ 5,000

  • ₹ 1,153 Cr.

    as on 31 Dec 2021
  • 2.37%

  • 27 Jul 2005

  • Equity - Value Fund

  • Nifty 50

  • 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 ₹ 85.085 as on 29 Mar 2023.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.37%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

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 Very 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 -0.09% -1.86% 8.93% 13.17% 21.93% 44.71% 14.91% 17.80% 9.92% 13.48% 27.66% 22.32% 15.77%
Category Average -1.32% -4.82% 2.12% 2.74% 12.82% 31.68% 10.11% 15.39% 1.21% 4.72% 16.20% 14.07% 13.60%
Kotak India Eq Contra Fund -0.98%₹ 9,901 -4.26%₹ 9,573 3.76%₹ 10,375 3.94%₹ 10,393 3.30%₹ 12,212 11.32%₹ 12,403 5.23%₹ 25,314 29.22%₹ 21,605 15.19%₹ 45,083 12.49%₹ 18,023 13.79%₹ 84,752 14.00%₹ 37,125 13.34%₹ 2,40,663
SBI Contra Fund -0.34%₹ 9,966 -1.86%₹ 9,813 5.03%₹ 10,502 13.17%₹ 11,316 9.44%₹ 12,601 21.93%₹ 14,891 13.48%₹ 27,439 44.71%₹ 30,362 27.66%₹ 53,588 14.91%₹ 20,051 22.32%₹ 1,04,345 14.74%₹ 39,604 15.77%₹ 2,74,101
Nippon India Value Fund -1.70%₹ 9,829 -6.83%₹ 9,317 -1.26%₹ 9,874 -2.16%₹ 9,784 -4.17%₹ 11,729 12.04%₹ 12,564 1.72%₹ 24,431 30.91%₹ 22,467 14.85%₹ 44,864 11.13%₹ 16,960 13.74%₹ 84,640 14.93%₹ 40,263 13.22%₹ 2,39,080
IDFC Sterling Value Fund -0.84%₹ 9,916 -3.08%₹ 9,692 1.16%₹ 10,116 2.96%₹ 10,295 2.10%₹ 12,135 19.13%₹ 14,211 7.23%₹ 25,825 44.49%₹ 30,223 24.59%₹ 51,403 10.60%₹ 16,558 18.34%₹ 94,757 16.37%₹ 45,587 15.16%₹ 2,65,283
L&T India Value Fund -0.09%₹ 9,991 -2.54%₹ 9,745 6.10%₹ 10,610 4.11%₹ 10,411 7.18%₹ 12,459 15.35%₹ 13,320 7.58%₹ 25,912 33.59%₹ 23,881 18.41%₹ 47,182 10.61%₹ 16,562 15.14%₹ 87,606 17.80%₹ 51,514 14.81%₹ 2,60,347
UTI Value Opportunities Fund -2.68%₹ 9,731 -6.68%₹ 9,332 -1.11%₹ 9,889 -0.47%₹ 9,953 -3.27%₹ 11,788 9.34%₹ 11,963 1.07%₹ 24,266 27.71%₹ 20,856 12.21%₹ 43,189 11.35%₹ 17,127 12.50%₹ 82,086 12.52%₹ 32,566 11.39%₹ 2,16,846

Portfolio Holdings

Portfolio holdings pattern of Kotak India Eq Contra Fund as on 31 Mar 2023 are listed below:

  • Equity Holdings:

    98.03%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    1.97%

Top Sector Holdings of Kotak India Eq Contra Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 24.86% ₹ 298.61 Cr.
Computers - Software 13.67% ₹ 164.28 Cr.
Refineries/Marketing 8.26% ₹ 99.20 Cr.
Pharmaceuticals 5.26% ₹ 63.19 Cr.
Cement 5.23% ₹ 62.90 Cr.
Others 42.72% -

Top Stock Holdings of Kotak India Eq Contra Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.86% ₹ 94.45 Cr.
Infosys Ltd. 6.88% ₹ 82.63 Cr.
Reliance Industries Ltd. 6.49% ₹ 77.94 Cr.
HDFC Bank Ltd. 6.12% ₹ 73.55 Cr.
State Bank Of India 4.18% ₹ 50.24 Cr.
Others 68.47% -

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 1.97%
Net Receivables 0.00%