SK
Shibani KurianFund Manager Since 9 May 2019
EquityContra
Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl
3Y Annualised
25.05%
0.38% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.75%
0.38% 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
3 years 1 months
NIFTY 50
4 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹4071.92 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
SBI Contra Fund Direct Payout Inc Dist cum Cap Wdrl
3.01%
2nd
SBI Contra Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3.01%
3rd
SBI Contra Fund Direct Growth
3.01%
4th
SBI Contra Fund Regular Growth
2.94%
5th
SBI Contra Fund Regular Payout Inc Dist cum Cap Wdrl
2.94%
7th
Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl
2.75%
Fund Managers
About Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl
Kotak India EQ 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 India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl has ₹4071.92 Cr worth of assets under management (AUM) as of Thu May 22 2025. The latest Net Asset Value (NAV) of Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl as of Wed May 21 2025 is ₹60.614. The fund has an expense ratio of 0.6%, which is medium comparable to most other Equity funds.
Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl returns for the last 1 year are 7.49%. Since launch, it has delivered 14.49% average annual returns.
The Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl has the majority of its money invested in Financial Services, Energy, Technology, Communication Services, Utilities sectors.
Top 5 Holdings of Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl.
- HDFC Bank Ltd: 7.41%
- ICICI Bank Ltd: 6.24%
- State Bank of India: 3.83%
- Reliance Industries Ltd: 3.65%
- Infosys Ltd: 3.33%
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 India EQ 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 India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl?
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What is the PE and PB ratio of Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl?
What are the top 5 holdings of Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl?
What are the top 3 sectors that Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl has invested in?
Who is the manager of Kotak India EQ Contra Fund -Direct Payout of Income Dis cum Cap wdrl?
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