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Kotak India Eq Contra Fund

Kotak India Eq Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.22

as on 20 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,516 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

  • ₹ 77.068

    as on 20 May 2022
  • 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 ₹ 77.068 as on 20 May 2022.

This fund has 16 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 -3.85% -0.69% -0.81% 20.00% 62.19% 22.22% 13.66% 17.98% 8.44% 36.13% 32.30% 20.52% 16.26%
Category Average -6.45% -5.41% -8.34% 10.50% 39.84% 13.81% 10.08% 15.63% -4.13% 19.83% 19.75% 13.57% 14.17%
Kotak India Eq Contra Fund -6.87%₹ 9,312 -6.10%₹ 9,390 -8.32%₹ 9,167 8.20%₹ 10,819 -6.31%₹ 11,589 36.06%₹ 18,511 15.88%₹ 28,067 13.22%₹ 14,516 16.85%₹ 46,166 13.27%₹ 18,658 13.72%₹ 84,603 14.72%₹ 39,554 13.67%₹ 2,44,911
SBI Contra Fund -4.97%₹ 9,503 -0.69%₹ 9,931 -3.32%₹ 9,668 20.00%₹ 12,000 6.92%₹ 12,442 57.10%₹ 24,680 34.49%₹ 33,118 22.22%₹ 18,267 32.30%₹ 57,023 13.66%₹ 18,980 20.52%₹ 99,926 14.82%₹ 39,887 15.31%₹ 2,67,464
Nippon India Value Fund -7.32%₹ 9,267 -5.87%₹ 9,412 -8.98%₹ 9,101 11.91%₹ 11,191 -5.50%₹ 11,642 42.52%₹ 20,311 20.86%₹ 29,388 15.06%₹ 15,236 20.80%₹ 48,794 11.68%₹ 17,380 14.95%₹ 87,208 15.89%₹ 43,754 14.46%₹ 2,55,506
IDFC Sterling Value Fund -7.02%₹ 9,297 -4.13%₹ 9,587 -3.71%₹ 9,628 18.31%₹ 11,831 2.92%₹ 12,187 62.19%₹ 26,306 36.13%₹ 33,578 18.51%₹ 16,653 31.26%₹ 56,245 12.31%₹ 17,879 18.44%₹ 95,000 16.73%₹ 47,050 16.23%₹ 2,81,002
L&T India Value Fund -6.68%₹ 9,332 -5.92%₹ 9,407 -8.38%₹ 9,161 11.24%₹ 11,124 -4.71%₹ 11,694 40.42%₹ 19,716 20.00%₹ 29,158 14.08%₹ 14,850 19.97%₹ 48,234 9.58%₹ 15,810 13.51%₹ 84,164 - -
UTI Value Opportunities Fund -6.06%₹ 9,394 -6.95%₹ 9,304 -10.55%₹ 8,944 7.00%₹ 10,699 -8.62%₹ 11,436 34.84%₹ 18,182 14.82%₹ 27,789 14.53%₹ 15,030 17.02%₹ 46,275 11.68%₹ 17,384 13.58%₹ 84,308 13.13%₹ 34,383 12.12%₹ 2,25,420

Portfolio Holdings

Portfolio holdings pattern of Kotak India Eq Contra Fund as on 23 May 2022 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%