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Kotak India Eq Contra Fund

Kotak India Eq Contra Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.45

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,799 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

  • ₹ 83.267

    as on 30 Sep 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 ₹ 83.267 as on 30 Sep 2022.

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 -0.71% 13.86% 8.69% 11.30% 43.91% 28.63% 14.93% 17.06% 14.89% 26.94% 34.14% 22.92% 16.47%
Category Average -2.23% 10.65% 1.34% 1.41% 29.64% 18.39% 10.57% 14.89% 4.40% 15.21% 21.40% 15.24% 14.62%
Kotak India Eq Contra Fund -2.35%₹ 9,765 10.73%₹ 11,073 0.83%₹ 10,082 -0.20%₹ 9,979 3.83%₹ 12,247 26.14%₹ 15,910 12.83%₹ 27,282 16.45%₹ 15,799 18.69%₹ 47,403 13.16%₹ 18,568 15.06%₹ 87,481 13.93%₹ 36,894 14.13%₹ 2,51,205
SBI Contra Fund -0.71%₹ 9,929 12.07%₹ 11,207 8.69%₹ 10,868 11.30%₹ 11,130 14.89%₹ 12,947 43.91%₹ 20,709 26.94%₹ 31,064 28.63%₹ 21,296 34.14%₹ 58,474 14.93%₹ 20,068 22.92%₹ 1,05,959 14.76%₹ 39,633 16.26%₹ 2,81,546
Nippon India Value Fund -2.04%₹ 9,796 11.27%₹ 11,126 -0.03%₹ 9,996 0.75%₹ 10,074 4.17%₹ 12,269 31.45%₹ 17,279 16.34%₹ 28,207 19.22%₹ 16,953 22.69%₹ 50,123 12.37%₹ 17,926 16.67%₹ 91,032 14.60%₹ 39,121 14.96%₹ 2,62,654
IDFC Sterling Value Fund -1.04%₹ 9,896 12.24%₹ 11,224 2.20%₹ 10,220 7.40%₹ 10,740 7.47%₹ 12,480 42.15%₹ 20,206 23.88%₹ 30,227 25.19%₹ 19,634 31.87%₹ 56,755 11.74%₹ 17,428 19.83%₹ 98,326 16.06%₹ 44,410 16.47%₹ 2,84,839
L&T India Value Fund -2.18%₹ 9,782 11.75%₹ 11,175 -1.09%₹ 9,891 -0.13%₹ 9,986 2.16%₹ 12,140 27.76%₹ 16,323 14.17%₹ 27,633 18.29%₹ 16,559 20.78%₹ 48,811 10.18%₹ 16,246 14.79%₹ 86,913 - -
UTI Value Opportunities Fund -1.89%₹ 9,810 11.92%₹ 11,191 1.72%₹ 10,172 0.03%₹ 10,003 4.44%₹ 12,287 27.15%₹ 16,166 13.22%₹ 27,385 18.61%₹ 16,695 19.46%₹ 47,923 12.82%₹ 18,291 15.60%₹ 88,663 12.55%₹ 32,663 12.96%₹ 2,35,908

Portfolio Holdings

Portfolio holdings pattern of Kotak India Eq Contra Fund as on 02 Oct 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%