CASPeR Ranking #13
Kotak India EQ Contra Fund Growth
NAV (Tue Jan 14 2025)
₹139
Returns (Since Inception)
17.06%
Category Average
17.53%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Financial Services
15.07%
Technology
10.65%
Communication Services
2.68%
Energy
2.29%
Consumer Cyclical
2.18%
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Overall rating
Scheme Information
Fund name
Kotak India EQ Contra Fund Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹3985.56 Cr
ISIN
INF174K01245
Inception Date
Jul 27 2005
Standard Deviation
13.401
Beta
0.96
Sharpe Ratio
1.044
Benchmark
IISL Nifty 500 TR INR
Expense Ratio
1.870%
Exit Load
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
Very High Risk
Investment Objective
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related instruments. The Scheme will invest in stocks of companies, which are fundamentally sound but are undervalued. Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times, the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks. We believe that, over a period of time, the price of a stock reflects the intrinsic value of the underlying company. Thus, the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Managers
Shibani Kurian
About the AMC
Kotak Mahindra Asset Management Co Ltd
Phone Number
+91 22 61152100Email Address
fundaccops@kotakmutual.comCorporate Office Address
Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051Overall AUM
₹3985.56 Cr
Website
www.kotakmf.comPopular Equity funds
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