SK
Shibani KurianFund Manager Since 9 May 2019
EquityContra
Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl
3Y Annualised
26.91%
0.62% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.65%
0.62% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
2 years 11 months
NIFTY 50
4 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹4502.48 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Kotak Contra Fund - Growth - Direct
3.65%
2nd
Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl
3.65%
3rd
Kotak Contra Fund -Direct Reinvestment of Income Dis cum Cap wdrl
3.65%
4th
Kotak Contra Fund Reinvestment of Income Dis cum Cap wdrl
3.53%
5th
Kotak Contra Fund Payout of Income Dis cum Cap wdrl
3.53%
Fund Managers
About Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl
Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl has ₹4502.48 Cr worth of assets under management (AUM) as of Wed Jul 16 2025. The latest Net Asset Value (NAV) of Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl as of Tue Jul 15 2025 is ₹63.642. The fund has an expense ratio of 0.58%, which is medium comparable to most other Equity funds.
Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl returns for the last 1 year are 1.88%. Since launch, it has delivered 14.75% average annual returns.
The Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl has the majority of its money invested in Financial Services, Energy, Technology, Communication Services sectors.
Top 5 Holdings of Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl.
- HDFC Bank Ltd: 6.96%
- ICICI Bank Ltd: 5.61%
- Reliance Industries Ltd: 3.52%
- State Bank of India: 3.46%
- Infosys Ltd: 3.36%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl?
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What are the top 5 holdings of Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl?
What are the top 3 sectors that Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl has invested in?
Who is the manager of Kotak Contra Fund -Direct Payout of Income Dis cum Cap wdrl?
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