Kotak India EQ Contra Fund

GrowthEquity Value Fund

148.770

21.88%

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

47,994

11,994

19.60%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 3,603.01 Cr.

  • Growth

  • 1.89%

  • Equity- Value Fund

  • NIFTY 500 TRI

  • 27 Jul 2005

  • Kotak Mahindra Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.39% 7.85% 11.51% 4.71% 25.06% 26.00% 31.03% 15.99%
Category Average -1.68% 4.64% 6.60% -2.50% 20.00% 20.72% 24.62% 14.47%
Kotak India EQ Contra Fund -2.05% 5.63% 8.36% -2.19% 22.17% 21.88% 23.78% 15.16%
JM Value Fund -1.66% 5.89% 5.84% -9.31% 22.05% 26.00% 26.72% 15.99%
Quant Value Fund -1.01% 6.33% 7.33% -11.35% 24.02% 25.39% - -
Invesco India Contra Fund 3.56% 14.63% 14.63% - - - - -
Axis Value Fund -1.34% 5.34% 7.43% 0.77% 22.21% 23.13% - -
Nippon India Value Fund -2.10% 3.78% 7.85% -0.33% 23.75% 23.01% 26.73% 14.98%

Fund Portfolio Details

Equity 97.17%

Debt 0.00%

Others 2.83%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 6.20%
ICICI BANK LTD. 5.95%
INFOSYS LTD. 4.54%
STATE BANK OF INDIA 3.59%
TECH MAHINDRA LTD. 3.11%
Others 76.61%

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 31.06%
Financial 25.78%
Information Technology 12.60%
Technology 10.88%
Energy 10.47%
Others 9.21%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk